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    Payments & Accounting

    (2532) I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts


    Content Level: Advanced

    Personas: Owner/Principal, Accountant, Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Carrier - Product/Underwriting Manager

    Products: Applied Epic

    Do you need to tailor a report to look a certain way? Do you want to add a QR Code? Attend this session to learn the fundamentals of adjusting Applied Epic® Layouts to provide the information you and your organization need.