Outlook To Epicor

Outlook
To
Epicor

Table of contents

Streamline Your Workflow: Efficiently Automate Data Transfer from Outlook to Epicor

Data Entry
Order Data
Billing
Invoicing
1. Time Consumption: One significant challenge in manually transferring data from Outlook to Epicor is the immense time investment. Employees often need to extract data from multiple folders, sub-folders, calendar invites or emails, which can be exceptionally time-consuming, causing the work to pile up.

2. Data Accuracy: Manual data entry from Outlook to Epicor increases the risk for human errors, such as misinterpretation, duplication, or omission of crucial data, all leading to inaccurate data entry that can affect business decisions.

3. Technical Proficiency: Employees might struggle with technical aspects of the process. Understanding the hierarchy and structure of both Outlook and Epicor, converting data formats, or even deciphering complex information can act as hindrances, causing a decrease in work efficiency.

Here's a video case study showcasing how we made it happen for a logistics company! Effortlessly automate tasks between Outlook to Epicor now.

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Streamline Your Workflow: Efficiently Automate Data Transfer from Outlook to Epicor

1. Streamlining Outlook to Epicor Data Transfer:
- Identify data to be moved from Outlook to Epicor
- Segment tasks (email retrieval, data extraction, input into Epicor)

2. AI Assistant as Your Personal Aid:
- Explain data transfer process to AI
- Detail the 'why' and 'how' of your routine to train the AI

3. Automation at a Click:
- Enable the single click automation
- Enjoy real-time execution with complete control and status updates

Each step is designed for user-friendly automation, ensuring accurate, prompt and efficient data transfer from Outlook to Epicor.

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.