Jump to main content
What's New?

Start Here with ERX Core


Explore the User Guide

Introduction & Setup
Product and installation overview
Admin Panel
Instructions on using and configuring the Admin Panel
Assignment Manager
Features and usage of Assignment Manager
Touch Points
Lead conversion & Touch Point configuration
Checklist Items
Creating/updating application requirement sets and items
Super Clone
How to use the Super Clone feature for Application objects
Object Configuration
Manual and automated requirement item object configuration
Frequently Asked Questions
ERX Core configuration & troubleshooting
Release Notes
Current and previous releases, installation instructions
Supplemental Information
Sandbox refresh, custom settings, permissions