Differences and Limitations: Contact Customer

Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.

Customer Data Displayed

While the Contact Customer mobile applications do not function differently than base EnterpriseOne applications, they do offer the mobile user a subset of customer information. Not all customer information available in the base software is available in the mobile applications.

Adding Contact to Device

When reviewing customer contacts in the mobile application, you can add the EnterpriseOne contact to your mobile device. When you tap the Create Device Contact button, the system checks your device contacts for an exact match of the contact name to determine whether the contact exists on your device already. The system does not check for duplicate phone numbers or email addresses. Therefore, if the contact already exists on your device, but the name is not exactly the same as the contact name in the mobile application, it is possible to create a duplicate contact record on your device.

Additionally, if an exact match is found, and the contact already exists on the phone, the mobile application does not update the existing device contact with the phone numbers and email addresses from the mobile application contact record.

To enable the Create Device Contact button on your iOS mobile device, you must set the privacy settings for contacts to allow the application to access contact information. If the setting is not turned on, the Create Device Contact button does not appear in the application.

This button is enabled by default in Android devices.

Searching Customers Based on Proximity (Release 9.2 Update)

To search for customers within a specific proximity to your location or another reference point, you use the Location Services functionality available in the Contact Customer mobile applications.

You can search for customers based upon their proximity to your current location, a specific street address, or a specific customer's location. You can also specify a specific number of miles or kilometers as the radius for the search. The search is done based upon the coordinates (latitude and longitude) of the reference location and those of your customers. In order to use your current location as the reference point, you must allow the application to access your location on your device.