How To Export & Import Epicor Personalizations
Epicor provides the ability for users to personalize their program screens to add or simplify functionality. In addition users can export their personalizations as either a backup or to share with others. Others can then import the personalization file and adopt that personalization.
Please note that personalization importing OVERWRITES any existing personalizations that user may have had previously. Importing replaces, it does not append.
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Export: Open the personalized Epicor program
Open the personalized Epicor program from the main menu. This would be done under the user account that has the Personalization that needs to be Exported.
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Import:
Login to Epicor as the user who would like to import the saved Personalization.
Open the personalized Epicor program from the main menu.
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Apply the Personalization
Click on the OK button in the Control Properties window to apply and exit Personalization mode.
Please note that personalization importing OVERWRITES any existing personalizations that user may have had previously. Importing replaces, it does not append.
If you found this post helpful, be sure to like, share & comment. Interested in how you and your users can use personalizations to improve the user experience and improve data entry? Personalizations are just one piece of the many Epicor puzzle pieces that can be used to align your business with your software!
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