BOOSTING PRODUCTIVITY WITH EPICOR® ERP SHORTCUTS AND CUSTOM VIEWS: A GUIDE BY EPICFORCE TECH

Boosting Productivity with Epicor® ERP Shortcuts and Custom Views: A Guide by Epicforce Tech

Boosting Productivity with Epicor® ERP Shortcuts and Custom Views: A Guide by Epicforce Tech

Blog Article

When it comes to enterprise software, productivity is everything. And in the world of Epicor® ERP, one of the most underutilized paths to increased productivity is the intelligent use of shortcuts and custom views.

At Epicforce Tech, we’ve seen firsthand how even small tweaks to user experience — like personalizing layouts or creating efficient navigation paths — can save hours per week across departments.

In this guide, we’ll explore how your team can boost day-to-day efficiency with Epicor® ERP shortcuts and custom views, and how Epicforce Tech helps organizations implement these enhancements to reduce friction and improve focus.

???? Why Shortcuts and Custom Views Matter in Epicor® ERP

Epicor® ERP is a powerful platform — but like any enterprise system, it can be overwhelming if not personalized to match how your team works.

Without shortcuts or views, users often face:

  • Repetitive navigation across modules

  • Time-consuming data filtering

  • Cluttered screens with irrelevant fields

  • Frustration that leads to error-prone processes

With the right optimizations, users experience:

  • Faster access to frequently used functions

  • Streamlined interfaces tailored to roles

  • Improved data clarity and actionability

  • Higher satisfaction and adoption

???? Understanding the Basics: What Are Shortcuts and Custom Views?

???? Shortcuts:

Quick links to your most-used Epicor® forms, reports, trackers, or dashboards. They reduce the number of clicks required to reach a specific screen or task.

Types of Shortcuts:

  • Menu shortcuts

  • Toolbar buttons

  • Home page custom links

  • Keyboard shortcuts (where supported)

???? Custom Views:

User-specific or role-based configurations that change how data is displayed, filtered, and grouped.

Examples include:

  • Custom BAQs with pre-set filters

  • Personalized tracker views

  • Dashboard grid layouts

  • Form customization (hiding/unhiding fields)

????️ Epicforce Tech’s Approach to Productivity Optimization

At Epicforce Tech, we help clients transform their Epicor® interface into an intuitive, fast, and focused workspace by:

  • Identifying user workflow bottlenecks

  • Setting up role-based shortcuts

  • Building department-specific views

  • Training users to personalize layouts

  • Automating repetitive click paths

✅ Top Epicor® ERP Shortcuts to Implement Immediately

Here are some of the most effective shortcuts our consultants recommend:

1. Form Shortcuts in the Favorites Menu

Quickly access your most-used forms like:

  • Customer Maintenance

  • Invoice Tracker

  • Purchase Order Entry

  • Job Entry
    Create folders for each department to stay organized.

2. BAQ-Driven Report Shortcuts

Set up shortcuts to BAQs that answer specific business questions like:

  • “Late Shipments by Customer”

  • “Top 10 Backordered Items”

  • “Invoices Pending Approval”

3. Keyboard Hotkeys for Navigation

Enable keybindings (where available) for faster tabbing and submission.

4. Smart Home Page Setup

Use Epicor®’s Smart Client home screen to:

  • Add shortcut tiles

  • Link custom dashboards

  • Embed useful reports

5. Menu Customization by Role

Trim the full Epicor® menu tree to only show relevant functions per role or department — improving focus and reducing navigation time.

???? How Custom Views Enhance Productivity

Custom views reduce noise and help users focus on the exact data they need to act.

Examples:

▶ Sales Manager View:

  • Filtered by open quotes over 15 days

  • Highlighted high-value leads

  • Sorted by estimated close date

▶ Production Scheduler View:

  • Grouped by job priority and due date

  • Color-coded statuses

  • Embedded WIP dashboards

▶ Finance View:

  • Custom grid of open invoices by aging bucket

  • Hide unnecessary fields

  • Quick export to Excel for audits

???? Our Customization Workflow at Epicforce Tech

Here’s how we typically roll out shortcuts and views for our clients:

  1. Discovery Workshop
    Understand your processes, pain points, and high-use areas.

  2. Persona Mapping
    Define user roles and data interaction needs.

  3. Shortcut Plan
    Create folder structures, links, and dashboards for faster access.

  4. Custom View Creation
    Build and deploy tracker views, filtered BAQs, and reports.

  5. Training & Documentation
    Enable users to manage and refine their own views long-term.

  6. Ongoing Optimization
    Review usage analytics quarterly and refine as needs evolve.

⚡ Real Productivity Gains: What Clients Have Achieved

Client A: Manufacturing Ops

  • Saved ~20 minutes per day per scheduler

  • 100+ hours saved annually through optimized job views

Client B: Finance

  • Reduced audit prep time by 60%

  • Custom views cut reconciliation time in half

Client C: Customer Service

  • Created 5 self-serve dashboards

  • Cut IT support requests by 40%

These are the kind of practical, measurable results Epicforce Tech delivers through interface-level optimizations.

???? Tips for Maintaining Shortcuts and Views Over Time

  • Review quarterly with department heads

  • Tag shortcuts with update dates to track usage

  • Clean up unused links or outdated dashboards

  • Encourage user feedback and improvement requests

  • Provide self-service view editing access to power users

???? Common Mistakes to Avoid

  • Overloading dashboards with too much data

  • Creating generic views that serve no one

  • Not training users on how to use or edit views

  • Failing to align views with business goals or KPIs

  • Ignoring mobile or remote accessibility

???? Why Epicforce Tech?

What sets us apart in shortcut and view optimization for Epicor® ERP:

  • We speak both business and technical language

  • Deep experience with Epicor® customization tools

  • Collaborative approach: IT + business users

  • We don’t “set and forget” — we iterate and improve

  • Trusted by SMBs and mid-sized manufacturers across industries

???? Let’s Boost Your ERP Productivity

Are your users stuck clicking through menus and squinting at spreadsheets?

Let Epicforce Tech streamline your Epicor® ERP experience with intuitive shortcuts, clean views, and smarter workflows.

???? Email: info@epicforcetech.com
???? Call: (888) 280-5585
???? Visit: https://epicforcetech.com

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