CloseanactivityEditcontactinformationUse theonlineHelpManualUse ahot keyViewtransactiondetailEdit a list(addcolumns,resize)Ask JessY aquestionabout EpicDo aReceiptforPaymentCompletea depositApplycredits todebitsViewactivityfromhomeLearnsomethingnew aboutEpicAdd aformletterUse theprintedprocessmanualEnroll aclient inpaperlessAdd acontact toanaccountDrag anddrop anattachmentCloseactivityfromhomeGenerateaninvoiceUseQuicklinksto assist aclientLocate aclientusingaddressAdd anactivityLocate aclientusingnameAttach anemail intoEpicEndorsea policyViewpolicydetailAdd anewpolicyAdd arelationshipto anaccountSend anemailthroughEpicCloseanactivityEditcontactinformationUse theonlineHelpManualUse ahot keyViewtransactiondetailEdit a list(addcolumns,resize)Ask JessY aquestionabout EpicDo aReceiptforPaymentCompletea depositApplycredits todebitsViewactivityfromhomeLearnsomethingnew aboutEpicAdd aformletterUse theprintedprocessmanualEnroll aclient inpaperlessAdd acontact toanaccountDrag anddrop anattachmentCloseactivityfromhomeGenerateaninvoiceUseQuicklinksto assist aclientLocate aclientusingaddressAdd anactivityLocate aclientusingnameAttach anemail intoEpicEndorsea policyViewpolicydetailAdd anewpolicyAdd arelationshipto anaccountSend anemailthroughEpic

Epic Go Live Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Close an activity
  2. Edit contact information
  3. Use the online Help Manual
  4. Use a hot key
  5. View transaction detail
  6. Edit a list (add columns, resize)
  7. Ask Jess Y a question about Epic
  8. Do a Receipt for Payment
  9. Complete a deposit
  10. Apply credits to debits
  11. View activity from home
  12. Learn something new about Epic
  13. Add a form letter
  14. Use the printed process manual
  15. Enroll a client in paperless
  16. Add a contact to an account
  17. Drag and drop an attachment
  18. Close activity from home
  19. Generate an invoice
  20. Use Quicklinks to assist a client
  21. Locate a client using address
  22. Add an activity
  23. Locate a client using name
  24. Attach an email into Epic
  25. Endorse a policy
  26. View policy detail
  27. Add a new policy
  28. Add a relationship to an account
  29. Send an email through Epic