Epicor Insights… Time is running out, make your plans now!

Insights 2017—Epicor Customer Conference May 22-25, 2017      Gaylord Opryland Resort and Convention Center, Nashville, TN http://www.epicor.com/customers/insights/default.aspx Make your plans now, you are running out of time: This year the Epicor Insights 2017 is being held in Nashville, TN.     Epicor Insights is a yearly gathering of over 4000 Epicor Customers, Epicor Partners, and Epicor Employees.   The [...]

2018-04-23T22:01:57+00:00 April 21st, 2017|Epicor, Events|Comments Off on Epicor Insights… Time is running out, make your plans now!

XLConnect Available for Epicor Multi-Tenant

Epicor recently announced the availability of XLConnect for Epicor Multi-tenant hosted customers. XLConnect allows you to build your financial reports in Epicor ERP using your existing Excel Knowledge. It embeds itself into Excel and then pulls your live data in as needed. It saves significant amounts of time compared to static data exports and manipulation [...]

2018-04-23T22:24:53+00:00 June 15th, 2015|Epicor|Comments Off on XLConnect Available for Epicor Multi-Tenant

Epicor Embedded Education…What is it?

Epicor ERP 9 and Epicor ERP 10 (Formally Vantage and Vista) offer a unique module called “Embedded Education”.  We have found many customers are confused by what it is and why they might want it. Out of the box, Epicor includes one of the most robust online Help systems available.  It includes native English well [...]

2018-04-23T22:24:53+00:00 May 8th, 2015|Epicor|Comments Off on Epicor Embedded Education…What is it?

Editing a BAQ (Business Activity Query) someone else created

Epicor Quick Tip The question: Is there a way that you can edit a BAQ that was created by another user without having to copy the BAQ and renaming it?   Answer: In the BAQ Editor, Under action > select change author

2014-06-12T20:39:13+00:00 June 12th, 2014|Epicor|Comments Off on Editing a BAQ (Business Activity Query) someone else created

Epicor 9 Quick Tip

Inquiry History Some Epicor screens keep track of the data you have been using.  This works very similar to who Microsoft Office works.  This history is found on the File menu.   The first time you open a screen like Customer maintenance the File menu looks like this:   Look up Addison, Boeing and Dalton. [...]

2013-10-09T14:20:27+00:00 October 9th, 2013|Epicor|Comments Off on Epicor 9 Quick Tip

Technology Can’t Solve all Business Problems

By Mark Chinsky It is a common problem that seems to course through every consulting business. A consultant works on the client’s problem but implementing a new technology solution, only to discover that technology was only part of the original problem, and that it is personnel issues that are really at fault. When we rely [...]

2013-06-21T11:08:55+00:00 June 21st, 2013|General ERP articles|Comments Off on Technology Can’t Solve all Business Problems

Epicor 9 Customization now Available for Sale

News from Insight 2013 last week in Nashville, Tennessee. The following Custom Programming will start rolling out next week thru August 2013. These new extensions will be supported by support and will upgrade with the standard Epicor. Many of these extensions have been requested for years as part of standard Epicor. The following is copied [...]

2013-05-20T16:18:33+00:00 May 20th, 2013|Epicor|Comments Off on Epicor 9 Customization now Available for Sale

Epicor Support | Epicor 9 Support | Epicor Help

Epicor 9 ERP, Vantage and Vista Support from Clients First is delivered with Reliability and Responsiveness One of the most important things to look for in an Epicor 9 business partner is support after buying the product. It has always been a philosophy at Clients First Business Solutions which has granted us extremely high client [...]

2012-02-10T17:31:00+00:00 February 10th, 2012|Epicor|Comments Off on Epicor Support | Epicor 9 Support | Epicor Help

Epicor Multimedia Solution Overview

This post gives you an overview of Clients First's newest powerful solution for Manufacturing, Distribution and Service companies- Epicor 9. You'll have the opportunity to see how the solution is designed to service roles throughout your organization including Executive, Finance, IT, Operations and, Sales and Marketing. Remember that you can click on the "Full Screen" [...]

2012-02-05T14:28:57+00:00 February 5th, 2012|Epicor|Comments Off on Epicor Multimedia Solution Overview

Cloud Computing for Epicor 9. Epicor Express receives Product of the Year Award

Epicor Corporation just announced that they have won a 2010 Product of the year award for their Epicor Express hosted software as a service solution.  The initial rollout occurred earlier this year focusing on smaller manufacturers with deployments of other editions and versions for larger companies coming later this year. The key to Epicor Express [...]

2011-01-17T15:23:27+00:00 January 17th, 2011|Epicor|Comments Off on Cloud Computing for Epicor 9. Epicor Express receives Product of the Year Award