How to Use Epicor Advanced Personalization features

Personalization is defined as any change made to the Epicor application that only affects that user’s interface. All personalizations are stored by User ID and do not affect any other users within the application.

Advanced personalization features allow additional changes to the user interface, such as changing fonts, font sizes, colors, tab stops, and hiding or displaying columns in grids. Once a personalization is made for one user, it can be exported from one machine and imported to other machines to implement the same personalizations.

To use the advanced personalization features you have to have a specific permission and you can contact the system administrator to grant you personalization privileges to the advanced personalization tools.

Note: You will need to disable memory caching before you can customize a program. This is because the memory cache feature causes the program to stay in memory after it is closed.

In the below video, I will how you the below:

-          Grant user personalization privileges

-          How to hide or display columns in list grids and change the caption of the columns as well.

-          How to share your personalization with other users using import and export personalization.

-          How to delete unneeded personalization.