Personalization Training

Epicor has several areas where a user can customize to better suit her or his needs. For example, changing layouts, controlling grids, highlighting required fields. All of these can help a person be more productive and focused on their specific tasks. This course covers personalizing not just the basic UI, but also dashboards, how to get to summaries of information, and how to share your personalization with others. This is a 1 hour class that can be taught on-site at your location. You'll be surprised how much you can do with personalizing that will help you be more productive! If you have in-house staff for training, CodaBears will “train the trainers”. This way your own staff is prepared to teach employees how to properly use personalizations. We can work with your staff to customize the materials and agenda to suit your specific needs. We’ll start with our base class and build on that so that the class is put together quickly and you can move forward with educating your employees instead of developing materials.

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