Topics started by darryn.ralph

2 Topics

D
darryn.ralphKnown Participant
asked in Kinetic & Epicor ERP

Tags in ERP

We have recently started using the mobile CRM app, which we are finding really useful. One feature that works well in the app is the use of Tags to easily filter quotes etc.In ERP I can use Data Tag Maintenance to see the tags but can’t use them on records in ERP. In the tree view of screens (for example quote entry) I can right click an entity and see the ‘Tag Record’ option but it is always greyed out.Does anyone use tags and is there something simple I need to do to activate them in ERP? It would just be useful to add and remove tags in ERP as well as the app.Thanks.

2
slepley
1 year ago
D
darryn.ralphKnown Participant
asked in Kinetic & Epicor ERP

Hyperlink or Attachment in BPM email

Hi,Is anyone aware of a way to either add an attachment or a hyperlink to a BPM Directive ‘Send Email’ function.Regards,Darryn

3
T
3 years ago
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