Mobile CRM Customers Missing - 10000 record limit?

Mobile CRM defaults with a setting of 10,000 records, but we have millions of customers. Is there any info on how the settings affect which records are cached in the app? Our sales people mentioned that they haven’t found customers that they expect, but I’m leery if increasing max customers to 3,000,000.

Since we don’t really have territories, should the Nearby Customers radius be set to 0 miles for infinite?

Thanks!

I’m not sure about the radius, but you can always try 0 and see.

The record limit is per device so you can try increasing it and seeing how it works(performance, weird bugs or cosmetic ui glitches)

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You can adjust the record count in Settings, but it’s a ‘total’ count which combines with the date (Age) field to limit the number of transactions that are brought in. if you set it to 5M, and 1/1/2015 - it will bring in 3M custoemrs and up to 2M transactions after 1/1/2015. But 3M is a lot…

FYI The mapping feature takes days (on some phones) with 5k customers, so I can only imagine 3M… It is processed on each phone separately and only when the phone is idle, so it may take weeks to complete - and will have to be done each time the CRM data set is reset on the phone.

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@MikeGross Whoa. That’s crazy! I submittted an EpiCare ticket, and I’m curious if they recommend a strategy.

How can you tell when the data set is complete? I assume the whole thing doesn’t have to redo daily (aka a new customer is added), and they do a diff update?

Is there a user doc or tech ref that explains more, or you’ve learned “On-The-Job”?

Thanks!

So there is little technical documentation but I was part of the BETA and asked repeatedly to move the geo-coding API up to the server so that all customers would be processed on creation (and coded) so the phone didn’t have to do anything, but that’s not been fixed yet. There are a number of really crappy things about the CRM from a tech side but it’s a nice app otherwise. Most of the tech stuff I learned via playing with it and talking to tech support.

It does do a ‘diff’ so that is good news, but occasionally you need to reset the whole data set and that is a PITA for geo-coding. It displays the word ‘Geo-coding’ or something like that on the screen in the lower corner and when it’s not there the process is complete.

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Thanks, that’s really interesting. I’ve only seen ‘Geocoding…’ permanently. What’s the largest # of customers that this has been tested with? I’ll leave it open on my phone all day and see what happens. Reset cache and changed back to 10,000 records.

How did the test go? I’m curious for myself to know.

Still says Geocoding! And no progress from EpiCare. They’ve been attempting to test this from my uploaded db since last week.

It finally stopped saying Geocoding!

EpiCare says they finally got access to our database, 2 weeks later. Their test database has 50 customers… I’m wondering if load testing was ever performed. We’ve got 3M… Curious what others have running successfully with Mobile CRM.

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Unit testing…