I’ve read several items here on Epiusers saying that the Geocode function in the CRM is dependent on the client, and loading this can take anywhere from 1 hour to days…
We are just getting into this… I’m 1 hour in on an iPhone 15, and it’s still churning…
I’ve limited it to 20,000 customers… any thoughts on timings or “tips.”
It will take days. And it will take days for each mobile app client as (for some reason) Epicor doesn’t (1) do the geocoding on the server or (2) write back the geocoding data to the Customer record in ERP so the other clients could use it
Mind boggling… does it geocode in the background if the app “open?” I’m going to post an Epicor Idea on this… Our Salespeople, when they get access to it, will LOVE this feature…
Yes, you leave the app running on the phone and it will keep going, but I’m not sure how much it will do if the phone is busy versus idle.
Ours certainly do. When they arrive in a city for a meeting, they can check all the other customers in town and get a message out to them. It’s quite nice, but slow in the beginning.
Surely there has to be a faster way to do this, It sounds a bit ridiculous.
Where is my phone at?
What is the radius from my location I want to cover?
Send request to Epicor with my current location and radius.
Server responds with a list of the customers and the links to the google map locations that was generated when the customer location generator scheduled function was fired.
Sounds kind of fun.
“Hey Copilot, buld me an app”
Exactly - must be a better way. I 'll tell you that this feature is left over from the DotNetIT purchase years ago and was built on the older technology. They’ve never really revisited most of the CRM app - it needs a complete rewrite.
Mike, are your salespeople actively using mobile CRM right now?
I will be unveiling the Mobile CRM to our Sales Staff by the EOM. We have tested it with a few Salespeople, and they love it, even though we don’t have much ability to customize it (like none).
The testers are finding it useful. That last piece for us is getting a protocol for the MAPs to geocode… It took me a while to figure out why they weren’t geocoding out of the gate and that was related to the Country ISO code within Epicor…
And you are on Kinetic right?
Yes, Kinetic, 20024.2.7, On-Prem. We are also Browser-only.
Depends on the salesperson. We do not allow them to create quotes or orders because we do not have a mobile-compatible version of our complicated configurators.
Soooo, it’s like a pocket digital address book for the handful that use it. You can see a lot of info when you’re at a customer and they ask questions, so that is nice too., But they cannot truly transact using it, although it’s designed to do that.
Going on 2 years, its still geocoding.
Okay, I can get back to this now and give you all some information.
First, it seems that the app needs to be logged into and active to actually geocode. There is a timeout for the app. I’m not sure if it is set to whatever the Epicor User Timeout is or not, but it seemed I had about 15-20 minutes to click on the screen before I was logged out of the app.
Second, make sure your phone is not “locking out” every 5 minutes or so, like the iPhones. There is a “never” feature under the brightness in the settings to stop this…
Third, it seems (sometimes) I had to actually go to the “maps” screen to jog the geocoding to start.
Fourth, Geocoding was complete for me in about 12 HOURS after I figured out all of the above, which is, of course, ridiculous and grounds for looking at better ways to do this.
In the end, is it worth it? Yes, if you use the feature (hahaha). 
I’m going to be trying this process with a couple of our reps, who will likely love the maps feature over the next week or two and look at me like I’m a one-eyed cyclops as I explain the tedious process.
FWIW
Good info!
I also think it is aware of new/changes to customer related addresses during the synch and will Geocode only those going forward. It will reset if you reset the app’s data and have to start all over again.