New POLL on Epicor Ideas re: HOME PAGE

I’m with @markdamen at the moment. I don’t see the value in changing anything with it as described. That is all possible as it stands. I have a tab for daily work, a tab for fixing jobs if I’m needed, a tab for all BPM/BAQ kind of stuff, and a Solution/Export tab. A great fix would be getting the layouts to work properly though LOL

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I agree with Mark in that I want all the same things: user control, Admin control, and a mix of widgets and tabs (if for no other reason, performance management of EDD widgets). I don’t care if you nuke this version of the Home Page in favor of a Home Page app as long as you maintain those properties outlined by Mark.

I wouldn’t dictate tabs though. Want to create a template? Sure. Let users decide what’s important to them.

What I’d like to emphasize in a Home Page is that it should be informational but also actionable. If there is a list of records that require attention, it should be quick to remediate the exception right from the home page or at least by sending the user to the correct app with the record loaded.

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I would like to see the ability to deploy specific layouts by groups or roles or assign them at the user level. Some way of deploying same look and feel common across all employees in a department or work unit. Same favorites too easier on trainers. It’s available as a user opted thing but not as an admin push that I am aware.

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Always room for improvement but I’d like to see some mock ups of the concept you’re considering. I split up tabs into major categories: trackers we user, User/System administration items, and Entry forms are housed by separate tabs “Trackers”, “Administration”, “Entry”, etc.

So the poll is keep what you have or change to something . . .else ? Not sure how we are supposed to vote on that lol. At least show us what the change would be before asking our opinion?

I wanted to drop a couple of other more direct points about what we are thinking about on the ux platform and design team that led to our poll…

  • The out of the box homepage layouts esp. the default one which is just a handful of links to apps could be redesigned to have more useful content and generally just look a lot nicer.

  • Sharing content between users or as an admin to groups of users is clunky and confusing. Could use a revision or a new approach that is easier to manage and understand.

  • And we’re not asking for feedback on this point in this poll, but we’ll also likely adjust how the layout system works to address the common complaints about how things scale and respond.

ps. as for bugs all known homepage widget and layout bugs are planned to be fixed in 2024.1. Since we are beginning to deprecate the other homepage options we are doing an extra quality pass to the new one. We also added layout management to web homepage but it works as it does now with no new features.

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I really hope so! We had to abandon the Kinetic Homepage in 2022.2.10 because of a bug where changing Sites intermittently does not work. Users would change sites in the Homepage setting but entry screens would sometimes open in the previous site. It was very disappointing at Go Live because we put a lot of effort into layouts and users were excited about it. Made IT look bad when we reverted back to Classic menu…

All of the following are true for me:

  1. I like the current home page
  2. I use it a lot
  3. I would not shed one tear if it all went away tomorrow
  4. I would probably be just as happy using favorites instead
  5. I would be fine with some other layout
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Agreed the current defaults aren’t good UX design. Exporting/Importing layouts aren’t too bad once you know but a better way would be much appreciated.

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so far as i know, that’s not a known bug with home and i’ve recently reviewed all of them - i dont suppose you have a prb or case ref on that. Probably we just fixed it long ago but i’d like to know if not.

Case CS0003642563. They linked it to PRB0267989, but the reproduction steps section of the prb is wrong. We never really got clear answers and gave up pursuing it.

I experience this too but have never got it accepted as a bug.

According to the case notes FYI we solved this under another case in Kinetic 11.2.200.14, however given your comment the steps are wrong let me know if there are alt steps we should review just in case.

I think they may have conflated our Site-changing issue with a Company-changing issue that someone else had (that’s what the prb references). Communication was terrible on this one and we didn’t have the energy to keep pushing or test the .14 patch, especially because we heard of others like @aosemwengie1 who were already on a later version. I know Support captured a Teams recording of the issue occurring.

I think the current layout is OK the ability to re-size icons would be a nice enhancement though.

One thing I would like is the ability to have a different layout per Company (assuming I haven’t missed something)

That one sounds like mine PRB0266716 (ERPS-225100)

I as well as users have seen this before, but never had a reliable way to reproduce so I did nothing with it. I can say we only use Smart Client and it’s possible it’s only a problem in changing on the smart client.

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One of the issues with the current Home Page layout is that the Quote and Quote Tracker buttons are linked to the programs under the Customer Relationship Management menu… and not all installations have purchased the CRM module (but DO have the Quote module). It’s very annoying to have to change that…

I’d like to have the ability to display a rendered SSRS report directly on the home page.

i would like to see the option to share (send) and become a member (pull) a certain page. so one colleague creates a great (home) page where he can easily share this page with his/here colleagues. no it or central management involved. even better is there is a ‘fork’ option then. :slight_smile: Not about the design, but about sharing and reusing.

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@JosGreeve, this idea sounds like something that should be added to Epicor Ideas.