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Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, s of this document are always advised to discuss the content of this document with their Epicor manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a ed trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
EPICweb Customer Portal Guide
Table of Contents EPICweb Portal Access................................................................................................................................................1 The EPICweb URL .................................................................................................................................................1 WEB Domain ........................................................................................................................................................2 to EPICweb from your Web Browser ...............................................................................................................4 Your First Attempt since before the EPICweb Upgrade.......................................................................................4 Pre- Migration with your old EPICweb .........................................................................4 Forgot your old EPICweb Name or ? .....................................................................................4 Migrating your ................................................................................................................................6 Migration process: ..............................................................................................................................................6 Customers: Create an EPICweb Now ...........................................................................................................8 To Create an : ........................................................................................................................................9 To Reset :.......................................................................................................................................... 10 To Change : .........................................................................................................................................1 Why can't I to EPICweb? ...................................................................................................................................1 Credentials Manager............................................................................................................................................2 EPICweb Main Page: New Look and Experience (UX) ........................................................................................4 The New Information Architecture of EPICweb .........................................................................................................5 Page Header Region ...................................................................................................................................................8 Primary Navigation Menus ..................................................................................................................................8 EPICweb Site Search.............................................................................................................................................9 Social Networking Icons .................................................................................................................................... 10 Left Navigation Region ............................................................................................................................................ 14 Common Green Bar Links ................................................................................................................................. 14 Epicor ................................................................................................................................................... 14 Provide .............................................................................................................................................. 14 Submit a Call........................................................................................................................................ 15 Search Site......................................................................................................................................................... 15 Resource Links per Type ................................................................................................................... 15 Team ......................................................................................................................................... 21 Call Summary .......................................................................................................................................... 21 Maintenance ........................................................................................................................................... 23 Page Main Body Region ........................................................................................................................................... 24 Primary Informational Banner .......................................................................................................................... 24 Tabbed Product Quick Access Bar..................................................................................................................... 24 Marketing Customer Focus Banner .................................................................................................................. 24 Rotating Announcements and News Blocks ..................................................................................................... 24 Page Footer - Legal Statements ........................................................................................................................ 25
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EPICweb Portal Access Accessing the Epicor Customer and Partner Portal, EPICweb, is done by specifying the proper URL to the site and logging in with previously established your site credentials. As an Epicor Customer, you will need to be ed in our Clientele CRM system by your Sales Team, and then have an EPICweb created for you as an individual (based on your company email address and your companies assigned Site ID.
The EPICweb URL Using an HTTP link: HTTP://Epicweb.Epicor.com This link should work but will be redirected to the secure HTTPS link HTTPS://Epicweb.Epicor.com . Using an HTTPS link: HTTPS://Epicweb.Epicor.com This is the correct SSL Secured link to EPICweb, whether you are within the Epicor Corporate Network or outside on the Public Internet.
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Depending upon the configuration settings in your browser, and the browser type and version you are using, and the operating system running your computer, you could potentially experience problems accessing EPICweb at this URL.
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If this occurs you can try using a different browser (Chrome, Firefox, etc.) or version if that is an option available to you. Otherwise there are many possibilities as to why your browser cannot get to the EPICweb website.
Some of the more common reasons are:
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Your currently open browser sessions are causing cached page data to be kept on your computer. Closing all your browser sessions, related to EPICweb or not, then trying to access the EPICweb link again, can often resolve the problem. Browser History can be a cause too. Sometimes Deleting your Browser History can clear this up. Custom security settings in your browser can cause issues accessing the site. Resetting you browser security to the default settings for the Internet can sometimes help resolve this issue. Check for Proxy and DNS settings that could be blocking the site. Setting this URL as an exception to allow can sometimes resolve the issue. If you have Add-ons installer in your browser, they can sometimes cause this type of conflict, and disabling your browser add-ons can resolve this issue sometimes.
There are many more possibilities as well, and the best approach to resolution is to have your local IT representative take a look at your particular issue, your client computer, you’re your browser configuration settings to see if they can quickly resolve your access issues for you. If you are still experiencing issues Epicor at [email protected].
WEB Domain
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To clarify a little more about EPICweb and the process for logging in to access the website, let’s discuss the WEB domain in which EPICweb is hosted and resides. The EPICweb website resides behind our firewall in a Domain called “WEB”. This is a secured Domain, accessible to the outside internet, via domain . Your EPICweb is a domain into Epicor’s WEB domain, and is necessary for accessing the EPICweb website.
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When you are logged onto your computer you are always within either a local workgroup (which be default is your computer’s name) of on a Network Domain (like within your company network). When you try to to a website in a secured domain other than where your computer is currently running, you will always be prompted to (with the exception of saving the URL and domain information in a local Credentials Manager on your computer). This is why, when you open your browser to the HTTPS://Epicweb.Epicor.com URL, you are prompted to . And very often that prompt is pre populated with a name your computer re for you. Additionally, the Domain (shown below the name and prompts in Internet Explorer) will always default to your current network domain or local workgroup.
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As a result you will need to enter your EPICweb name preceded by the WEB domain name and a backslash (\), like this:
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to EPICweb from your Web Browser Your First Attempt since before the EPICweb Upgrade Pre- Migration with your old EPICweb
If you haven’t yet logged into the main EPICweb site since the upgrade of EPICweb, and therefore have not yet migrated you old EPICweb to the new EPICweb format, you may experience a few unfamiliar things when trying to to EPICweb that first time. Forgot your old EPICweb Name or ?
If you had your EPICweb credentials stored in your computer’s Credential Manager or a similar security tool, or if you just haven’t used your EPICweb for a while, you may find that you cannot your name or the associated . If this has happened to you, go to the page shown below at the link https://webs.epicor.com where you can use these links to recover this information and more:
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Once you are able to to EPICweb (https://epicweb.epicor.com) with your pre-migration EPICweb , you will be immediately asked to migrate you to the new EPICweb format. Follow the instructions given carefully, and you will receive a new EPICweb name and in your email (at the email address you entered). Use this new name and to again. Be sure to to close all open browsers before trying to to EPICweb with your new EPICweb credentials. For more details on the EPICweb migration process see the next section on Migrating your .
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Migrating your If you have an EPICweb from before the recent (Jan 2014) EPICweb upgrade, please follow these steps to migrate your to the new EPICweb format. If you have any problem, please the team at [email protected], copying the details in which step you are getting the problem and print screens if possible. Note if you do not your , you can have it reset from here: https://webs.epicor.com/Forgot.aspx Migration process: 1. Close all your Web browser sessions. 2. Go to https://epicweb.epicor.com. 3. Enter your old name and (be sure to include web\ in front of your old
name, like web\jsmith , if jsmith was your old EPICweb name. 4. Then presented with the page below, click the Migrate me now link button.
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5. Check your email for a message containing your information from our CRM system
(Clientele) for you to review and confirm. There is no need to Reply to this mail. After reviewing this email, if everything looks correct, click on the link button for Continue Migrating your . 6. After a minute or two, check your email again for an email with your new name and . If you do not see either of these emails in your inbox, you may want to check your Junk Mail folder too.
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7. You will receive an email like this:
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8. Close all your browser sessions completely, and to EPICweb from the EPICweb link in
your email notification. (Make sure you’re using the WEB\ in front of your new name).
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9. Once logged in you will see the new EPICweb home page.
Titlean Placeholder Customers: Create EPICweb Now Subtitle Placeholder
If you are new to EPICweb – Epicor’s Premier Customer and Partner Portal, you can go to the following link to get EPICweb Portal Access: https://webs.epicor.com …then Click on the New ? link. Or you can go directly to this link to create a new EPICweb : https://webs.epicor.com/Create.aspx
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To Create an : 1. Enter your e-mail address (which must be in our CRM system for this site ID). 2. You may optionally enter a company Site ID, if you have a parent company site and one or more child company sites and you need a separate for each of your child site s. 3. Click the Information button and an email will be sent to the email address indicated above.
a. If you already have an you will be instructed how to reset your . b. If your e-mail address is not in our system, you will get a message that your e-mail address is not valid for the site ID - Please your Customer Manager (CAM) or the istrative for your company can add you. c. If your information sent to your email was incorrect, please your CAM or Epicor at [email protected]. 4. Do Not Reply to the email you receive to your information – Just visually review and if all the information is correct in the email you received, you should proceed by clicking the button Create EPICweb .
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a. If your is created successfully, an e-mail will be sent to your e-mail
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address containing the name and .
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To Reset : 1. Select ? link 2. Enter your e-mail address (which must be in our system for this site ID). 3. You may optionally enter a company Site ID, if you have a parent company site and one or more child company sites and you need a separate for each of your child site s. 4. Press the Reset button. a. If your is not found then you will be instructed to EPICweb by filling out a form. b. If your is successfully reset, an e-mail will be sent to your e-mail address
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containing the name and new .
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To Change : 1. Select Change Your ? link 2. Enter your WEB name. Note you do not need to prefix the WEB\ to the name. 3. Enter your Current . 4. Enter your New . 5. Re-enter to confirm your new . a. You will see a message that your has been changed and no e-mail will be sent.
Why can't I to EPICweb?
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Assuming you have not made typing errors when entering your new EPICweb name and , the most common reason for difficulty logging in to EPICweb is due to cached EPICweb credentials due to open browser sessions on your computer.
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Be sure you close all your web browser sessions before you attempt to with your new EPICweb credentials, regardless what is running in those browser sessions.
Also please make sure you are using web\ in front of your new EPICweb name.
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If your dialog come up with a different name or with something other than web\ in front of your EPICweb name, choose the option below that one, to Use another and enter your EPICweb name with the web\ domain name in front of it, along with your new .
Title Placeholder Credentials Manager
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After you make sure you closed all you browser sessions and entered you credentials correctly, if you still cannot to EPICweb and are getting a blank screen after multiple attempts, you can try these steps to clear any of your credentials that may be saved into the Credentials Manager on your computer. Steps to clear your EPICweb credentials form the Credentials Manager: 1. Go to My Computer or Open an Explorer window.
2. Type Control \All Control Items\Credential Manager to the address bar.
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3. Find your stored EPICweb credentials under epicweb.epicor.com and remove it from the
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Examples:
4. Close down your all browser sessions and try to to Epicweb.epicor.com again.
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EPICweb Main Page: New Look and Experience (UX)
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The New Information Architecture of EPICweb The architecture of the new EPICweb main page is… To make the page easier to navigate by reducing the navigation choices and information presented to simplify what you see and need to absorb, and then decide what you want to do. To present the information on the page focused to the role and interest of the particular logged in , you. As a customer you will see information a customer needs and information about the products you specificatlly own: o
Product tabs for each of your licensed products,
o
Customer Resources , with links to your Company/ specific information,
o
Team , with your Epicor Team information,
o
Call Summary , with a summary of your company’s Call status,
o
Maintenance , with the current license status for your owned products.
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Breaking down the areas of the EPICweb home page further we have… o
o
The Page Header Region with
Primary Navigation Menus,
The Search Box,
A set of Social Networking Icons.
The Left Side Region with
Common EPICweb “Green Bar” Navigation Links,
Common Resources tailored by type,
and page specific Informational Blocks and Links below.
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o
The Central Region and Main Area of the page with
The Primary Marketing Information Banner,
The Role Focus Area which contains various lists or link groups per type,
A Marketing Customer Resource Focus , with Protect, Extend, Converge sections,
The Rotating EPICweb Info and Latest News Listings.
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Page Header Region Primary Navigation Menus The Top level EPICweb navigation menu has changed slightly from the old EPICweb, primarily due to the new Information Architecture and therefore a new philosophy around the menu navigation. This philosophy is for a product oriented presentation of information. The menu changes accompany changes in other areas of the main page, following this rule: If it is product specific information being accessed then it will be available under selected product menu or heading. So, for many of the menu items you previously navigated to by functional, business area first (, Documentation, Education, etc) and then selected the product you wanted the information on, now you first select the product under the Products menu and then you select the functional, business area you are interested in. For example, to get to Avante product updates, you would go to Products, Avante, Updates.
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This will result in the Avante Products Announcements page filtered with results just for the Avante product line. Note, in this case, you could still use the Resources menu to go to Product Updates, but you would then need to filter the results down to only the product you are interested in, or wade through all the product results to find the update you desired. The rest of the Top level EPICweb menu – Resources, Partners, Education, Services, Community, istration – are intended to be a minimal set of non-product specific functional business menus, as you are familiar with from the old EPICweb.
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You should note, you will only see the menus and sub-menu items that your role and security allows you to have access to. For example: The s menu item under the Products sub-menus, are only available to Customers where they have current maintenance licenses for the product in question. The Partners menu is only available to Partner s and Epicor employees The istration menu is only available to Epicor employees
EPICweb Site Search The Search box for EPICweb is located above the Menus to the right side of the page, next to the Social Networking icons.
This Search box is for EPICweb site-wide searching, and is the same as the Site Search available in the left side Green Bars:
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It will return results for content and collateral for all areas of EPICweb that you have permissions to access. This should not be confused with the other functional areas referred by the “Search” word, such as: Search for Customers Search for People Search for Calls Super Search
These are technically reports rather than web site search features, but they allow you to search for and find much more specific categories of information than the site wide search does. There is also the Resource Library Search (under Resources menu) and the Service Resources Library search box which are both more specific content search capabilities.
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Social Networking Icons
Positioned at the top of the page, to the right of the Site Search Box, are the Social Networking icons allowing you to connect with Epicor via:
LinkedIn – Takes you to the Epicor Software LinkedIn site where you can review the company and career possibilities with Epicor.
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Google Plus – Takes you to the Epicor Software Google site Posts page where you can review and comment on posts and Follow Epicor Software.
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Facebook – Takes you to the Epicor Software Facebook page where you can review Epicor Software Wall posts and add your “Likes” and comments.
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Twitter – Takes you to Epicor on Twitter so you can Follow Epicor
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Left Navigation Region Common Green Bar Links
Epicor
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This link will take you to the page presenting easy information for:
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Your Customer Manager (CAM), Epicor Escalations, Other Business Areas emails,
Key Epicor regional office locations worldwide,
Provide This presents you with a form intended for you to give on the new design and layout of the site, including your comments on what you think of the site changes or how you would like to see it changed going forward. You can include comments on functionality – what you would like to see added, what you find not too effective to use, etc. This link should not be used to: Ask for assistance logging in to the site or migrating your EPICweb . Report difficulties using the site here you need immediate . Report errors or performance concerns you experience when using the site. or request assistance from your Customer Team
Issues accessing or using the site, website errors, website performance issues, or anything requiring immediate from Epicor staff should be sent to [email protected].
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Submit a Call This link should continue to be used as it always has been, to submit a call for any issue you have in using an Epicor product, indicating the Product Line, Module, Version, and Options your need for. These Calls are routed to the Regional Customer team in your area.
Search Site As previously discussed, this Search Site link allows you to conduct a full website wide search for collateral or content you are interested in, matching your search criteria string entered into the Search box.
Note you will not be able to access any content you do not have license or permissions to access.
Resource Links per Type Customer Resources
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As you can see, there are several links to available resources for the Customer: My s – this link will take you to a page listing you organizations s.
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If you are your company’s istrative then you will be able conduct several activities from here, including: 1. Edit your istrative information. 2. Edit other s in your organization. 3. Add new s for your organization. 4. Create EPICweb s for s in your organization, if they do not yet have one. 5. Flag which s for your company are No Longer with Organization so their s and Clientele information can be disabled and removed.
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My Company Profile – clicking the My Company Profile link displays your organization’s Profile information and allows the istrative an option to update.
My Education – this link will take you to the Epicor University Class Schedule page allowing you to search for Epicor training classes to for.
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If your Find A Course button is missing this usually indicates there is a problem with you product maintenance status, or possibly some issue with your Education records. If this occurs, EPICweb at [email protected] for assistance in clearing the issue.
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Search Calls – this link will take you to a page to generate filtered reports of the Calls related to your organization.
Title Placeholder Subtitle Placeholder Search AnswerBooks –this link will take you to a page allowing you to run a report against the Cleintele AnswerBooks, filtering by Product, Phrase, and Any or All Key Words. No initial
report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
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Search People – this link will take you to a page to generate filtered reports of the People ed with your organization’s Site ID, listing their Name, their Title, their Role within your organization, their Phone Number and Email Address.
Title Placeholder Subtitle Placeholder Search Tips – this link will take you to a page allowing you to run a report against the Tech Tips database, filtering by Product Platform and Module, Tech Tip number, Phrase, and Any or All Key Words. No initial report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
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Search CRs – this link will take you to a page allowing you to run a report against the Change Requests database, filtering by Product Platform, Module and Version, as well as Action, Change Request number, Status, Phrase, and Any or All Key Words. No initial report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
My Project Site – this link will take you to your organizations Project Control Center (PCC) site if one has been created for your company. Here is an example of a PCC site (note that depending upon when your organizations PCC site was created, your site layout may look different, as it may have been created from a different PCC Site
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Template.
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Team Your Epicor Team information if available will appear in the Team , just below you Customer Resources . This will contain the name and phone number for each member of your Epicor Team. Clicking on the name allows you to send an email to that as well. The example below shows the Customer Manager, Channel Manager, and Sales Manager s for this Team. Your team s will vary depending upon what data is available from our SalesForce.com application.
Title Placeholder Call Summary
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The Call Summary shows a summary count of all your organizations Calls according to their Status. If you click on any Status (i.e. “Closed”) a new window will display with a containing a list of all the calls, with that Status, for your organization.
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From the list, clicking on any Call Number, will open a new window with the Call Details displayed.
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Maintenance The Maintenance will display current Product License information for the Epicor products your organization has purchased. It will list out the Type of product and the current Maintenance Expiration date we have on record for this product purchase.
This gives you a convenient visual reminder to your product license status without having to reference other resources.
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Page Main Body Region Primary Informational Banner This EPICweb site banner is used to present major initiatives and announcements to the EPICweb base. These rotating banners are all clickable to get to further detailed information on the topic of interest.
Tabbed Product Quick Access Bar This bar gives you quick access to the most used areas of the website with the content focused and filtered, where possible, to the product of the tab you have selected. For instance, if you are on the Epicor ERP 9 product tab and you click the Class Schedule link under the Education section, you will see a page showing the class schedule list for available Epicor ERP 9 classes – allowing you to use one click from the main EPICweb homepage to see the applicable list of classes available for one of the products you own – no need to click on the Education menu at the top of the page, and select the Class Schedule, then choose your product, to get to the classes you want to see. Instead, just it’s one click away!
Marketing Customer Focus Banner
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This banner is a place holder for a soon to be coming Marketing initiative to help you more easily find collateral related to “Protecting”, “Extending”, and “Converging” you investment in Epicor products. This banner will be enhanced in the near future to offer clickable areas for these initiatives.
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Rotating Announcements and News Blocks These blocks give you quick access to many important Epicor Product and Event Announcements as well as the latest news about recent events and important Epicor products and services offered to you.
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Title Placeholder Page Footer - Legal Statements Subtitle
Placeholder
On the Footer area of the page you will find the standard links to the legal statements for of Use and with regard to the website, as well as the Copyright Notice.
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Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal. To access this site, you need a Site ID and an EPICweb . To create an , go to http://.epicor.com.
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Corporate Office 804 Las Cimas Parkway Austin, TX 78746 USA Toll Free: +1.888.448.2636 Direct: +1.512.328.2300 Fax: +1.512.278.5590 Version 1.0
Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa María Monterrey, Nuevo Leon, 64650 Mexico Phone: +52.81.1551.7100 Fax: +52.81.1551.7117
Europe, Middle East and Africa No. 1 The Arena Downshire Way Bracknell, Berkshire RG12 1PU United Kingdom Phone: +44.1344.468468 Fax: +44.1344.468010
Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore 307684 Singapore Phone: +65.6333.8121 Fax: +65.6333.8131
Australia and New Zealand Suite 2 Level 8, 100 Pacific Highway North Sydney, NSW 2060 Australia Phone: +61.2.9927.6200 Fax: +61.2.9927.6298
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Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, s of this document are always advised to discuss the content of this document with their Epicor manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a ed trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
EPICweb Customer Portal Guide
Table of Contents EPICweb Portal Access................................................................................................................................................1 The EPICweb URL .................................................................................................................................................1 WEB Domain ........................................................................................................................................................2 to EPICweb from your Web Browser ...............................................................................................................4 Your First Attempt since before the EPICweb Upgrade.......................................................................................4 Pre- Migration with your old EPICweb .........................................................................4 Forgot your old EPICweb Name or ? .....................................................................................4 Migrating your ................................................................................................................................6 Migration process: ..............................................................................................................................................6 Customers: Create an EPICweb Now ...........................................................................................................8 To Create an : ........................................................................................................................................9 To Reset :.......................................................................................................................................... 10 To Change : .........................................................................................................................................1 Why can't I to EPICweb? ...................................................................................................................................1 Credentials Manager............................................................................................................................................2 EPICweb Main Page: New Look and Experience (UX) ........................................................................................4 The New Information Architecture of EPICweb .........................................................................................................5 Page Header Region ...................................................................................................................................................8 Primary Navigation Menus ..................................................................................................................................8 EPICweb Site Search.............................................................................................................................................9 Social Networking Icons .................................................................................................................................... 10 Left Navigation Region ............................................................................................................................................ 14 Common Green Bar Links ................................................................................................................................. 14 Epicor ................................................................................................................................................... 14 Provide .............................................................................................................................................. 14 Submit a Call........................................................................................................................................ 15 Search Site......................................................................................................................................................... 15 Resource Links per Type ................................................................................................................... 15 Team ......................................................................................................................................... 21 Call Summary .......................................................................................................................................... 21 Maintenance ........................................................................................................................................... 23 Page Main Body Region ........................................................................................................................................... 24 Primary Informational Banner .......................................................................................................................... 24 Tabbed Product Quick Access Bar..................................................................................................................... 24 Marketing Customer Focus Banner .................................................................................................................. 24 Rotating Announcements and News Blocks ..................................................................................................... 24 Page Footer - Legal Statements ........................................................................................................................ 25
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EPICweb Portal Access Accessing the Epicor Customer and Partner Portal, EPICweb, is done by specifying the proper URL to the site and logging in with previously established your site credentials. As an Epicor Customer, you will need to be ed in our Clientele CRM system by your Sales Team, and then have an EPICweb created for you as an individual (based on your company email address and your companies assigned Site ID.
The EPICweb URL Using an HTTP link: HTTP://Epicweb.Epicor.com This link should work but will be redirected to the secure HTTPS link HTTPS://Epicweb.Epicor.com . Using an HTTPS link: HTTPS://Epicweb.Epicor.com This is the correct SSL Secured link to EPICweb, whether you are within the Epicor Corporate Network or outside on the Public Internet.
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Depending upon the configuration settings in your browser, and the browser type and version you are using, and the operating system running your computer, you could potentially experience problems accessing EPICweb at this URL.
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If this occurs you can try using a different browser (Chrome, Firefox, etc.) or version if that is an option available to you. Otherwise there are many possibilities as to why your browser cannot get to the EPICweb website.
Some of the more common reasons are:
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Your currently open browser sessions are causing cached page data to be kept on your computer. Closing all your browser sessions, related to EPICweb or not, then trying to access the EPICweb link again, can often resolve the problem. Browser History can be a cause too. Sometimes Deleting your Browser History can clear this up. Custom security settings in your browser can cause issues accessing the site. Resetting you browser security to the default settings for the Internet can sometimes help resolve this issue. Check for Proxy and DNS settings that could be blocking the site. Setting this URL as an exception to allow can sometimes resolve the issue. If you have Add-ons installer in your browser, they can sometimes cause this type of conflict, and disabling your browser add-ons can resolve this issue sometimes.
There are many more possibilities as well, and the best approach to resolution is to have your local IT representative take a look at your particular issue, your client computer, you’re your browser configuration settings to see if they can quickly resolve your access issues for you. If you are still experiencing issues Epicor at [email protected].
WEB Domain
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To clarify a little more about EPICweb and the process for logging in to access the website, let’s discuss the WEB domain in which EPICweb is hosted and resides. The EPICweb website resides behind our firewall in a Domain called “WEB”. This is a secured Domain, accessible to the outside internet, via domain . Your EPICweb is a domain into Epicor’s WEB domain, and is necessary for accessing the EPICweb website.
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When you are logged onto your computer you are always within either a local workgroup (which be default is your computer’s name) of on a Network Domain (like within your company network). When you try to to a website in a secured domain other than where your computer is currently running, you will always be prompted to (with the exception of saving the URL and domain information in a local Credentials Manager on your computer). This is why, when you open your browser to the HTTPS://Epicweb.Epicor.com URL, you are prompted to . And very often that prompt is pre populated with a name your computer re for you. Additionally, the Domain (shown below the name and prompts in Internet Explorer) will always default to your current network domain or local workgroup.
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As a result you will need to enter your EPICweb name preceded by the WEB domain name and a backslash (\), like this:
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to EPICweb from your Web Browser Your First Attempt since before the EPICweb Upgrade Pre- Migration with your old EPICweb
If you haven’t yet logged into the main EPICweb site since the upgrade of EPICweb, and therefore have not yet migrated you old EPICweb to the new EPICweb format, you may experience a few unfamiliar things when trying to to EPICweb that first time. Forgot your old EPICweb Name or ?
If you had your EPICweb credentials stored in your computer’s Credential Manager or a similar security tool, or if you just haven’t used your EPICweb for a while, you may find that you cannot your name or the associated . If this has happened to you, go to the page shown below at the link https://webs.epicor.com where you can use these links to recover this information and more:
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Once you are able to to EPICweb (https://epicweb.epicor.com) with your pre-migration EPICweb , you will be immediately asked to migrate you to the new EPICweb format. Follow the instructions given carefully, and you will receive a new EPICweb name and in your email (at the email address you entered). Use this new name and to again. Be sure to to close all open browsers before trying to to EPICweb with your new EPICweb credentials. For more details on the EPICweb migration process see the next section on Migrating your .
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Migrating your If you have an EPICweb from before the recent (Jan 2014) EPICweb upgrade, please follow these steps to migrate your to the new EPICweb format. If you have any problem, please the team at [email protected], copying the details in which step you are getting the problem and print screens if possible. Note if you do not your , you can have it reset from here: https://webs.epicor.com/Forgot.aspx Migration process: 1. Close all your Web browser sessions. 2. Go to https://epicweb.epicor.com. 3. Enter your old name and (be sure to include web\ in front of your old
name, like web\jsmith , if jsmith was your old EPICweb name. 4. Then presented with the page below, click the Migrate me now link button.
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5. Check your email for a message containing your information from our CRM system
(Clientele) for you to review and confirm. There is no need to Reply to this mail. After reviewing this email, if everything looks correct, click on the link button for Continue Migrating your . 6. After a minute or two, check your email again for an email with your new name and . If you do not see either of these emails in your inbox, you may want to check your Junk Mail folder too.
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7. You will receive an email like this:
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8. Close all your browser sessions completely, and to EPICweb from the EPICweb link in
your email notification. (Make sure you’re using the WEB\ in front of your new name).
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9. Once logged in you will see the new EPICweb home page.
Titlean Placeholder Customers: Create EPICweb Now Subtitle Placeholder
If you are new to EPICweb – Epicor’s Premier Customer and Partner Portal, you can go to the following link to get EPICweb Portal Access: https://webs.epicor.com …then Click on the New ? link. Or you can go directly to this link to create a new EPICweb : https://webs.epicor.com/Create.aspx
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To Create an : 1. Enter your e-mail address (which must be in our CRM system for this site ID). 2. You may optionally enter a company Site ID, if you have a parent company site and one or more child company sites and you need a separate for each of your child site s. 3. Click the Information button and an email will be sent to the email address indicated above.
a. If you already have an you will be instructed how to reset your . b. If your e-mail address is not in our system, you will get a message that your e-mail address is not valid for the site ID - Please your Customer Manager (CAM) or the istrative for your company can add you. c. If your information sent to your email was incorrect, please your CAM or Epicor at [email protected]. 4. Do Not Reply to the email you receive to your information – Just visually review and if all the information is correct in the email you received, you should proceed by clicking the button Create EPICweb .
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a. If your is created successfully, an e-mail will be sent to your e-mail
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address containing the name and .
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To Reset : 1. Select ? link 2. Enter your e-mail address (which must be in our system for this site ID). 3. You may optionally enter a company Site ID, if you have a parent company site and one or more child company sites and you need a separate for each of your child site s. 4. Press the Reset button. a. If your is not found then you will be instructed to EPICweb by filling out a form. b. If your is successfully reset, an e-mail will be sent to your e-mail address
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containing the name and new .
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To Change : 1. Select Change Your ? link 2. Enter your WEB name. Note you do not need to prefix the WEB\ to the name. 3. Enter your Current . 4. Enter your New . 5. Re-enter to confirm your new . a. You will see a message that your has been changed and no e-mail will be sent.
Why can't I to EPICweb?
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Assuming you have not made typing errors when entering your new EPICweb name and , the most common reason for difficulty logging in to EPICweb is due to cached EPICweb credentials due to open browser sessions on your computer.
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Be sure you close all your web browser sessions before you attempt to with your new EPICweb credentials, regardless what is running in those browser sessions.
Also please make sure you are using web\ in front of your new EPICweb name.
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If your dialog come up with a different name or with something other than web\ in front of your EPICweb name, choose the option below that one, to Use another and enter your EPICweb name with the web\ domain name in front of it, along with your new .
Title Placeholder Credentials Manager
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After you make sure you closed all you browser sessions and entered you credentials correctly, if you still cannot to EPICweb and are getting a blank screen after multiple attempts, you can try these steps to clear any of your credentials that may be saved into the Credentials Manager on your computer. Steps to clear your EPICweb credentials form the Credentials Manager: 1. Go to My Computer or Open an Explorer window.
2. Type Control \All Control Items\Credential Manager to the address bar.
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3. Find your stored EPICweb credentials under epicweb.epicor.com and remove it from the
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Examples:
4. Close down your all browser sessions and try to to Epicweb.epicor.com again.
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EPICweb Main Page: New Look and Experience (UX)
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The New Information Architecture of EPICweb The architecture of the new EPICweb main page is… To make the page easier to navigate by reducing the navigation choices and information presented to simplify what you see and need to absorb, and then decide what you want to do. To present the information on the page focused to the role and interest of the particular logged in , you. As a customer you will see information a customer needs and information about the products you specificatlly own: o
Product tabs for each of your licensed products,
o
Customer Resources , with links to your Company/ specific information,
o
Team , with your Epicor Team information,
o
Call Summary , with a summary of your company’s Call status,
o
Maintenance , with the current license status for your owned products.
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Breaking down the areas of the EPICweb home page further we have… o
o
The Page Header Region with
Primary Navigation Menus,
The Search Box,
A set of Social Networking Icons.
The Left Side Region with
Common EPICweb “Green Bar” Navigation Links,
Common Resources tailored by type,
and page specific Informational Blocks and Links below.
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o
The Central Region and Main Area of the page with
The Primary Marketing Information Banner,
The Role Focus Area which contains various lists or link groups per type,
A Marketing Customer Resource Focus , with Protect, Extend, Converge sections,
The Rotating EPICweb Info and Latest News Listings.
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Page Header Region Primary Navigation Menus The Top level EPICweb navigation menu has changed slightly from the old EPICweb, primarily due to the new Information Architecture and therefore a new philosophy around the menu navigation. This philosophy is for a product oriented presentation of information. The menu changes accompany changes in other areas of the main page, following this rule: If it is product specific information being accessed then it will be available under selected product menu or heading. So, for many of the menu items you previously navigated to by functional, business area first (, Documentation, Education, etc) and then selected the product you wanted the information on, now you first select the product under the Products menu and then you select the functional, business area you are interested in. For example, to get to Avante product updates, you would go to Products, Avante, Updates.
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This will result in the Avante Products Announcements page filtered with results just for the Avante product line. Note, in this case, you could still use the Resources menu to go to Product Updates, but you would then need to filter the results down to only the product you are interested in, or wade through all the product results to find the update you desired. The rest of the Top level EPICweb menu – Resources, Partners, Education, Services, Community, istration – are intended to be a minimal set of non-product specific functional business menus, as you are familiar with from the old EPICweb.
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You should note, you will only see the menus and sub-menu items that your role and security allows you to have access to. For example: The s menu item under the Products sub-menus, are only available to Customers where they have current maintenance licenses for the product in question. The Partners menu is only available to Partner s and Epicor employees The istration menu is only available to Epicor employees
EPICweb Site Search The Search box for EPICweb is located above the Menus to the right side of the page, next to the Social Networking icons.
This Search box is for EPICweb site-wide searching, and is the same as the Site Search available in the left side Green Bars:
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It will return results for content and collateral for all areas of EPICweb that you have permissions to access. This should not be confused with the other functional areas referred by the “Search” word, such as: Search for Customers Search for People Search for Calls Super Search
These are technically reports rather than web site search features, but they allow you to search for and find much more specific categories of information than the site wide search does. There is also the Resource Library Search (under Resources menu) and the Service Resources Library search box which are both more specific content search capabilities.
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Social Networking Icons
Positioned at the top of the page, to the right of the Site Search Box, are the Social Networking icons allowing you to connect with Epicor via:
LinkedIn – Takes you to the Epicor Software LinkedIn site where you can review the company and career possibilities with Epicor.
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Google Plus – Takes you to the Epicor Software Google site Posts page where you can review and comment on posts and Follow Epicor Software.
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Facebook – Takes you to the Epicor Software Facebook page where you can review Epicor Software Wall posts and add your “Likes” and comments.
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Twitter – Takes you to Epicor on Twitter so you can Follow Epicor
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Left Navigation Region Common Green Bar Links
Epicor
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This link will take you to the page presenting easy information for:
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Your Customer Manager (CAM), Epicor Escalations, Other Business Areas emails,
Key Epicor regional office locations worldwide,
Provide This presents you with a form intended for you to give on the new design and layout of the site, including your comments on what you think of the site changes or how you would like to see it changed going forward. You can include comments on functionality – what you would like to see added, what you find not too effective to use, etc. This link should not be used to: Ask for assistance logging in to the site or migrating your EPICweb . Report difficulties using the site here you need immediate . Report errors or performance concerns you experience when using the site. or request assistance from your Customer Team
Issues accessing or using the site, website errors, website performance issues, or anything requiring immediate from Epicor staff should be sent to [email protected].
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Submit a Call This link should continue to be used as it always has been, to submit a call for any issue you have in using an Epicor product, indicating the Product Line, Module, Version, and Options your need for. These Calls are routed to the Regional Customer team in your area.
Search Site As previously discussed, this Search Site link allows you to conduct a full website wide search for collateral or content you are interested in, matching your search criteria string entered into the Search box.
Note you will not be able to access any content you do not have license or permissions to access.
Resource Links per Type Customer Resources
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As you can see, there are several links to available resources for the Customer: My s – this link will take you to a page listing you organizations s.
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If you are your company’s istrative then you will be able conduct several activities from here, including: 1. Edit your istrative information. 2. Edit other s in your organization. 3. Add new s for your organization. 4. Create EPICweb s for s in your organization, if they do not yet have one. 5. Flag which s for your company are No Longer with Organization so their s and Clientele information can be disabled and removed.
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My Company Profile – clicking the My Company Profile link displays your organization’s Profile information and allows the istrative an option to update.
My Education – this link will take you to the Epicor University Class Schedule page allowing you to search for Epicor training classes to for.
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If your Find A Course button is missing this usually indicates there is a problem with you product maintenance status, or possibly some issue with your Education records. If this occurs, EPICweb at [email protected] for assistance in clearing the issue.
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Search Calls – this link will take you to a page to generate filtered reports of the Calls related to your organization.
Title Placeholder Subtitle Placeholder Search AnswerBooks –this link will take you to a page allowing you to run a report against the Cleintele AnswerBooks, filtering by Product, Phrase, and Any or All Key Words. No initial
report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
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Search People – this link will take you to a page to generate filtered reports of the People ed with your organization’s Site ID, listing their Name, their Title, their Role within your organization, their Phone Number and Email Address.
Title Placeholder Subtitle Placeholder Search Tips – this link will take you to a page allowing you to run a report against the Tech Tips database, filtering by Product Platform and Module, Tech Tip number, Phrase, and Any or All Key Words. No initial report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
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Search CRs – this link will take you to a page allowing you to run a report against the Change Requests database, filtering by Product Platform, Module and Version, as well as Action, Change Request number, Status, Phrase, and Any or All Key Words. No initial report is run by default for this case, due to the potentially excessive length of time to run a non-filtered report.
My Project Site – this link will take you to your organizations Project Control Center (PCC) site if one has been created for your company. Here is an example of a PCC site (note that depending upon when your organizations PCC site was created, your site layout may look different, as it may have been created from a different PCC Site
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Template.
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Team Your Epicor Team information if available will appear in the Team , just below you Customer Resources . This will contain the name and phone number for each member of your Epicor Team. Clicking on the name allows you to send an email to that as well. The example below shows the Customer Manager, Channel Manager, and Sales Manager s for this Team. Your team s will vary depending upon what data is available from our SalesForce.com application.
Title Placeholder Call Summary
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The Call Summary shows a summary count of all your organizations Calls according to their Status. If you click on any Status (i.e. “Closed”) a new window will display with a containing a list of all the calls, with that Status, for your organization.
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From the list, clicking on any Call Number, will open a new window with the Call Details displayed.
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Maintenance The Maintenance will display current Product License information for the Epicor products your organization has purchased. It will list out the Type of product and the current Maintenance Expiration date we have on record for this product purchase.
This gives you a convenient visual reminder to your product license status without having to reference other resources.
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Page Main Body Region Primary Informational Banner This EPICweb site banner is used to present major initiatives and announcements to the EPICweb base. These rotating banners are all clickable to get to further detailed information on the topic of interest.
Tabbed Product Quick Access Bar This bar gives you quick access to the most used areas of the website with the content focused and filtered, where possible, to the product of the tab you have selected. For instance, if you are on the Epicor ERP 9 product tab and you click the Class Schedule link under the Education section, you will see a page showing the class schedule list for available Epicor ERP 9 classes – allowing you to use one click from the main EPICweb homepage to see the applicable list of classes available for one of the products you own – no need to click on the Education menu at the top of the page, and select the Class Schedule, then choose your product, to get to the classes you want to see. Instead, just it’s one click away!
Marketing Customer Focus Banner
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This banner is a place holder for a soon to be coming Marketing initiative to help you more easily find collateral related to “Protecting”, “Extending”, and “Converging” you investment in Epicor products. This banner will be enhanced in the near future to offer clickable areas for these initiatives.
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Rotating Announcements and News Blocks These blocks give you quick access to many important Epicor Product and Event Announcements as well as the latest news about recent events and important Epicor products and services offered to you.
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Title Placeholder Page Footer - Legal Statements Subtitle
Placeholder
On the Footer area of the page you will find the standard links to the legal statements for of Use and with regard to the website, as well as the Copyright Notice.
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Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal. To access this site, you need a Site ID and an EPICweb . To create an , go to http://.epicor.com.
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Corporate Office 804 Las Cimas Parkway Austin, TX 78746 USA Toll Free: +1.888.448.2636 Direct: +1.512.328.2300 Fax: +1.512.278.5590 Version 1.0
Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa María Monterrey, Nuevo Leon, 64650 Mexico Phone: +52.81.1551.7100 Fax: +52.81.1551.7117
Europe, Middle East and Africa No. 1 The Arena Downshire Way Bracknell, Berkshire RG12 1PU United Kingdom Phone: +44.1344.468468 Fax: +44.1344.468010
Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore 307684 Singapore Phone: +65.6333.8121 Fax: +65.6333.8131
Australia and New Zealand Suite 2 Level 8, 100 Pacific Highway North Sydney, NSW 2060 Australia Phone: +61.2.9927.6200 Fax: +61.2.9927.6298
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