Archive for General

Did you know that you can link certain attachments to most records in Epicor? Doing so, those linked attachments will always be linked to any particular record and referenced again at any time. Reach out to a PracticalTek consultant on more information on how to utilize this valuable feature.

Is there a one-stop-shop for all data tied to a Salesperson in Epicor? Yes, there are a few different tracker-like programs that offer various metrics for a Salesperson such as Quotes, Orders, Jobs and separate tabs depending on the status of each. These metrics mentioned above, and more, are a glimpse of what you can […]

Instead of bouncing around to find certain sets of data related to a particular Customer, is there a way to view all this related info in just one area/program within Epicor®? Yes, there is a Customer Tracker program that enables the user to not only view settings associated to that particular Customer, but I can […]

Did you know that there are more columns available to you from any LIST view in Epicor®? With just a few clicks, you can view all available field identities that are currently hidden from everyday users using Personalization mode. Contact a PracticalTek consultant for more information on how to utilize this valuable function.

Do you feel that the Epicor tribal knowledge within your company has started to run its course? Perhaps some recent turnover has made it to where your team needs a refresher on all things Epicor? Reach out to PracticalTek on how we can get you up to speed and maximize your investment.