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CC Personalization

CC Personalization



To minimize the number of fields shown in Epicor follow these instructions:

  1. Go to Tools>Personalization (in any function)

    1. It will allow you to change the size of the formatting (this will not change the number of characters you can enter).





  1. Click Reset Layouts to Base to start with the original

NOTE: It is possible to set templates for roles.

Related content

Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.