Working Smarter and Faster in Applied Epic
Recorded On: 08/23/2021
Whether you just started working in Applied Epic or you've been in it for a while, there are lots of tips and tricks to learn that could help you be more efficient. During this session, learn how to customize Applied Epic to see the info you need with columns and field defaults. You’ll also find out how to locate information faster using the Access button and your Search bar. By the end of the session, you’ll know how to keep attachments clean with naming conventions and stay on task with Activities.
Skill level: Basic
Track: Applied Epic
Target Audience: Customer Service, Sales
Presenter: Lauren Tripp, Kite Technology Group
Length: 55 minutes
Price: FREE for Advantage Members
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