The Calendar in Web Connect is a great way to see tasks, opportunities and more, at a glance in one convenient view. Clicking or touching on items in the calendar pops up the item summary and from there another click/touch drills into a complete detail […]
June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date […]
We are excited to announce that dynamic data grids will be a part of Web Connect during our summer release! In addition to being able to define and customize your own data source for the grids, the grids will have many spreadsheet-like operations including: built-in filter […]
Over the past several months we have released a number of new features and enhancements including: Ship-To Listing Contract Order Forms Extended Order Details Quick Quotes Enhanced Customer Details New visual indicators such as backorders, specials and directs for Order Listings New User Permissions relating […]
This year’s Epicor Insights should be a great event. With many extended education sessions, social gatherings, keynotes and lots of breakouts and labs, it looks to be a great mix of learning and connecting. As an Epicor Services Partner, we always look forward to attending […]
If you are interested in using the FREE Community version of Web Connect for Epicor Prophet 21/P21, below are the steps to follow. If you have any questions, need assistance or would like to suggest changes or new features, send us an email: [email protected]. To […]
The FREE Community version of Web Connect for P21 has just launched! This has been a major effort taking place in 2015 leading up to the Connect 2015 P21 User Group Conference. What is the Community version for P21? Well, first of all it’s FREE! Over […]
Features: • Activity Summary • Invoice Summary • Invoice Detail • Order Summary • Alerts • Order Detail • Announcements • Document Sharing • Quote Summary • Quote Detail • Item Lookup • Item Detail • Item Price Inquiry • Dashboards • Sales Rep Overview • Sales Rep Activity • Quota Management/Summary • Customer Lookup/Listing • Ship-To […]
In many conversations with our clients and when showing the Web Connect system to new organizations we have been asked about accurately tracking sales calls. This has been a challenge for many P21 shops. The way most companies do this is by creating a P21 […]
We were proud to present at the first meeting of the Kansas City P21 User Group. The meeting exceeded attendance expectations and several folks volunteered to run the group. The next meeting is being planned for later this fall. Details coming soon! Here is the […]