Use Epesi

This is the day-to-day manual: browsing and filtering your records, working with the calendar, managing e-mail and phone calls, and the account settings every user can change. If you're installing Epesi for the first time, see Get Started instead; if you administer users, permissions, or the Store, see Administer Epesi.

Epesi stores everything — Contacts, Companies, Calendar events, Tasks, Phone Calls, Notes — as records, and almost every screen you'll use to view, filter, or edit them is built on the same tool: Record Browser. Learning it first pays off everywhere else in the application.

Learn the interface

• Menu Bar — the sidebar: your modules, home, and account menu
• Top Panel — the header bar: action buttons, global search, login/logout
• Record Browser — browsing, filtering, searching, and editing records, used by almost every module
• Dashboard & Applets — your customizable home screen

Work with your data

• Calendar — schedules, events, and recurring meetings
• E-mail Management — attaching and archiving e-mail against contacts and companies
• Mail Client Configuration — connecting your own mailbox (Gmail, Epesi Cloud, or any IMAP/SMTP provider)
• Phone Calls — logging calls and callback reminders against contacts and companies
• Watchdog — get notified when a record you care about changes
• Click2Fill — paste text to auto-fill a new contact or company record

Account & housekeeping

• Account Setup — logging in, your profile, and changing your password
• Clearing Browser Cache — fixes a broken-looking layout after an Epesi upgrade

Still stuck?

Visit Get Help — search the manual, ask the community forum, or open a support ticket.