FAQs

General Contacts / Connections Communities / Discussions Library / Resources

General | Top

Q: What is my username/password?

A: Your login credentials are the same username and password that you use to log in to the main site. If you have forgotten your login credentials or need assistance with your login information, please click here.

Q: How do I update my contact information?

A: On your profile page, please select the pencil icon next to "Contact Details" in the left column.

Q: How do I control what information is visible in My Profile?

A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom.  After you’ve made changes, click the “Save Changes” button at the bottom of the page.


Contacts / Connections | Top

Q: How do I find other members?

A: Click the “Network" or "Directory” link found in the main navigation bar. The Directory lets you search for other users based on:
  • First and/or last name
  • Company/Institution name
  • Email address

Switch to the “Advanced Search” tab to refine your search results by:

  • City
  • State
  • Country
  • Community
  • Education

Q: How do I add contacts to my contact list?

A: There are several ways to add contacts. When you perform a search in the Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.


Q: Why should I add contacts to my contact list?

A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.


Communities / Discussions | Top

Q: What are communities?

A: Communities allow you to participate in discussions and share resources with other members.

Q: What communities do I already belong to?

A: Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you currently belong to.

Q: How do I join/subscribe to a community and the affiliated discussion group?

A:  Click on “Communities” in the main navigation and click on “All Communities” in order to see a list of available communities. Click on the community that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest or No Email).

Q: How can I control the frequency and format of emails I receive?

A: Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu.  On that page, there are subscription options: Real Time, Daily Digest, No Email.  

For each discussion, you have the following delivery options:
  • Real time: sends an email every time a new message is posted.
  • Daily digest: sends one email to you each day, consolidating all of the posts from the previous day.
  • No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.

Q: How do I leave a community or unsubscribe from a discussion?

A:  Go to the homepage of the community you would like to leave and select the "Settings" button next to the community name. In the menu that populates, you can select the option to leave the community. If you would prefer to simply unsubscribe from the discussion, you can navigate to your profile and select the "My Account" tab followed by "Community Notifications".  This page will allow you change what type of notifications and delivery options you have for each community you are a member of.

Q: How come I stopped receiving Daily Digest emails? 

A:  Due to the high volume of email generated from our community, some email service providers (ESPs) incorrectly identify the email as spam. While we do everything possible to ensure strong deliverability rates, it is sometimes necessary that you add the community email addresses to your "white list" (this tells your ESP that we are approved senders and not spam). If you stopped receiving email from the community, this is the first and most critical step to take to ensure our email can be delivered to you. What is a white list? A white list is a list of email addresses or domains that you want to receive emails from.  By adding an address or domain to your white list, you are telling the email system not to filter email from that address or domain.

Q: How do I "whitelist" EUG in my email? 

A:  As a member of the Epicor Users Group, we'd like to make sure you stay in the loop. To ensure our emails continue to reach your inbox, please add our email address to your whitelist.

A whitelist is a list in your email inbox of people or emails that are viewed with approval. By contrast, the blacklist is a list of people or emails that are not approved--like spam or malicious emails.

If you have a systems administrator who manages organizational email, send them the following information:

Domain to whitelist: @connectedcommunity.org

IP addresses to whitelist (if possible):

54.240.14.78
54.240.14.79
54.240.14.80
54.240.14.31
54.240.14.32
54.240.14.106
54.240.14.216
54.240.14.217
54.240.14.218
54.240.14.219
54.240.14.220
54.240.14.221


Q: How do I respond to others’ posts?

A: To respond to a discussion post, please navigate to the discussion post and click “Reply to Discussion” to send your message to the entire community.  To send a message to the only author of the post, please select “Reply to Sender” (located in the "Reply to Discussion" drop-down).  We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.

Q: How do I start a new discussion thread?

A: Go to “Participate" > “Post a message.” From an email (HTML version) for a particular discussion forum, you can use the “Post Message” link located at the top of the discussion email.

Q: I’m having trouble viewing the HTML email messages. How do I fix this?

A: If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options. If you would rather receive text-based email, go to your profile page and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.

Q: Can I search for posts across all the communities?

A: Yes, please enter a keyword in the search bar located in the main navigation. To refine your search results, please select "Show Advanced Search".

Q: How do I see a listing of all of the posts to a specific Community?

A: Locate the community you are interested in viewing from the appropriate communities page. Click through the community's landing page, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show Original Message” at the bottom of all of the posts in a thread will display the original message that started that discussion.

Libraries | Top

Q: How do I find resources that may have been uploaded by other members?

A: If you know which library the resource might be located in, find the affiliated community via the All Communities page. Click through the community's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.

Q: Can I search for specific file types?

A: Yes. Enter your desired keyword in the main search box. From the search results page, click "Show Advanced Search."  Then click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.

Q: How do the libraries get populated?

A: The libraries are populated in two ways:
1.  When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
2.  You can also upload documents directly to a library by using the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" button on any community's library page. Library resources are not required to be associated with a discussion thread.

Q: How do I upload a file?

A: Select the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
  • Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional).  Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
  • Upload your file.
  • Select “Next” if you want to further describe your files and/or add tags to your file.  Otherwise, please click “Finish” to post your library entry

Q: What kind of files can I upload?

A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.

Q: What are the “tags” for?

A: Tags are great way to organize and categorize content on your site. Tags can be applied to blogs, library entries, events, and glossary terms.  Tagged items are prioritized in the search results.