User Setup
- Reset User Password
- What do I do if an SARA user account becomes locked and the user cannot login?
- How do you add a new SARA user?
- Creating an email signature
- What are the SARA user types?
- What special characters are supported within SARA/Epicor Cash Collect?
- How to Use the Quick Communicate Feature
- User Actions v. Customer Actions
- Adding an image for my user on the Dashboard?
- Back to Basics II: Advanced Filter Builder
- Issues vs Activities: How to Manage and Clean Up Both
- How to setup basic Customer Alerts for follow-ups and auto-emails
- Best Practice for User Set-up
- SSO ID - Single Sign On ID
- Proxy Mode - Viewing Other Users
- Telephony options
- Utilizing the Quick Search Feature
- Creating Unapplied Payments
- Sending Messages
- National Account Snippet Codes
- In Depth: Using the Filter Builder
- System Inbox for application messages
- User Profile
- Account Hierarchy