Chris,
We are testing 9.05, coming from 8.03. I have been told by several departments the converted contacts are unusable - there was no effort to merge any contacts in the conversion that we could see. So, if you have a shop employee that has a vendor account for expense reports and happens to have a workforce entry you get 3 separate records. You can't delete any of them if there is history with them and we haven't found anything that will merge them. Plus, if your contacts aren't very clean before the conversion you can end up with errors when you search contacts and one with a key field missing is in your results. I've been after Epicor support on this issue for at least 6 months and haven't gotten anywhere. Just our experience, might not be the norm but so far we don't converted Shared Contacts. If you start fresh it's a good concept.
Jenn
[Non-text portions of this message have been removed]
We are testing 9.05, coming from 8.03. I have been told by several departments the converted contacts are unusable - there was no effort to merge any contacts in the conversion that we could see. So, if you have a shop employee that has a vendor account for expense reports and happens to have a workforce entry you get 3 separate records. You can't delete any of them if there is history with them and we haven't found anything that will merge them. Plus, if your contacts aren't very clean before the conversion you can end up with errors when you search contacts and one with a key field missing is in your results. I've been after Epicor support on this issue for at least 6 months and haven't gotten anywhere. Just our experience, might not be the norm but so far we don't converted Shared Contacts. If you start fresh it's a good concept.
Jenn
[Non-text portions of this message have been removed]