Pre-purchase Questions

1. What is TELUS ePoint?

   TELUS ePoint is web-based software that helps small businesses and groups of people share information, manage projects, improve customer relationships, and generally work more efficiently. TELUS ePoint is inexpensive, secure, always on, and available anywhere you have an Internet connection.

   Don't have an IT Team? No problem. With TELUS ePoint, we manage all the technology for you.

   When you signup to TELUS ePoint, you choose your own site name like
   INSERT NAME.epoint.telus.com which is secured using SSL encryption technology to help keep your data safe.

   TELUS ePoint contains three different types of Workspaces/ places to work and store information:

   Project Workspace
   These are shared Workspaces which you can create to share information and work together with people inside and outside your company. Think of a Project Workspace as an on-demand Intranet or Extranet that you control without any need for IT support. You can create as many Project Workspaces as you choose.

   Company Workspace
   This is a shared Workspace where you and your colleagues can track company-wide documents and events, accounts, sales opportunities and customer support.

   My Workspace
   This is a private Workspace which only you can access. It protects, secures and summarizes your personal and private information, including contacts, calendar events, tasks and documents.

2. What are the common TELUS ePoint feature questions?

   What is My Workspace?

   My Workspace is a private workspace visible only to you. It allows you to store, secure, protect and manage private tasks, calendar events, contacts, and documents. It also gives you a one-stop consolidated view of all the tasks and calendar items that are relevant to you, regardless of where they reside within TELUS ePoint. For example, if someone assigns you a task in a Project Workspace, it will automatically appear in your My Workspace view.

   How does Company Workspace compare to Project Workspace?

   TELUS ePoint supports two distinct user types.  Company Workspace users have been invited to your Company Workspace and can see information about your accounts, sales opportunities, company bulletin board and more.  These users are typically employees or contractors to your business.  Project Workspace users have been invited to an individual Project Workspace.  They could be employees or contractors, but they can also be external stakeholders like partners, suppliers, clients, or contractors.  When logged in, a Project Workspace user will see the discrete Project Workspace he or she has been invited to and a personal version of My Workspace for consolidation of events and tasks.

   What is My Home Page?

   My Home Page shows a summary of the tasks and calendar items that are relevant to you. It shows tasks that you create in My Tasks as well as any tasks that are assigned to you that are created in the Company Workspace and Project Workspaces. It also shows calendar items that you create in My Calendar along with any calendar items created in the Company Workspace and any Project Workspaces you belong to.

   What is My Tasks?

   My Tasks is your consolidated list of all the tasks and work you need to get done. My Tasks shows tasks that you have created in My Tasks directly, as well as any tasks that have been assigned to you from either the Company Workspace or any Project Workspaces. You can complete a task by checking it off in My Tasks and the record will be updated in the original source workspace.

   What is My Contacts?

   My Contacts is a private contact list that is not shared with anyone else. It allows you to store contact information and access it from anywhere you have an Internet connection. Contacts are not currently synchronized with Outlook or other desktop email clients.

   What is My Calendar?

   My Calendar is your consolidated calendar of all events that are relevant to you. It shows calendar items that you create in My Calendar along with any calendar items created in the Company Workspace as well as any Project Workspaces to which you belong. As a default, calendar events presented in your My Calendar view are also sent to you via an Outlook 'iCal' invitation that you can accept or decline into your desktop calendar. You can disable the automated outbound 'iCal' invitations by clicking on Settings and then un-checking this feature under Personal Settings.

   What is My Documents?

   My Documents is a private repository for files and documents, accessible to you from anywhere. You can upload or download files and documents as well as organize them into folders.

   How secure is TELUS ePoint?

   Every TELUS ePoint site uses SSL (Secure Socket Layer) encryption technology, which is used to help keep your confidential and private data safe.  SSL protects information by transforming it (encrypting it) into an unreadable format.  Only those who possess a secret key can decipher (or decrypt) the message into plain text.  By convention, Web site names that use SSL start with https instead of http.  SSL security is virtually unbreakable.

3. What are the common TELUS ePoint product questions?

   How do I search for an item?

   To search for an item enter a word or phrase that the item contains in the Search box located at the bottom of the left menu, then click the Go button. This will provide a list of items that match your search criteria. Clicking on the name of an item will take you to that item.

   How do I change my password and personal information?

   You can change your password by clicking on Settings at the upper right of the screen and then clicking the Change Password button under Personal Settings. You will be asked to enter your password twice to confirm the change.

   To update your personal information in TELUS ePoint, simply click on the Settings tab. Under the Personal Settings header you will be able to change your password, decide if you want to receive calendar notifications, and edit your contact information.

   How can I turn off email calendar notifications?

   You may turn off the automatic email notifications you receive for calendar events by clicking on Settings and disabling the check-box for notifications under Personal Settings.

   Can I modify or change the available views?

   We are continually looking at adding new views to make your experience of managing your business easier. At present, you cannot add personalized views or modify existing views.

   Can I add or edit a data field?

   At present, all of the lists and the underlying data fields are fixed and cannot be edited, added to or deleted.

   How do I add storage?

   Customers on the TELUS ePoint Lite service will need to upgrade to the paid-for service in order to increase their storage.  The paid-for service includes 400MB of storage per TELUS ePoint site.  If you are billed month-to-month, and you need to add storage, you can do so as a site admin within your site by clicking on Settings then Manage My Account.  If you are billed with a 1+ year contracted rate, you will need to contact TELUS to add more storage.  

   Can I export or import data into/from offline formats such as Excel?

   At present, you cannot export the data from TELUS ePoint into Excel or other offline formats. We are actively working to build import and export tools that will help you manage your TELUS ePoint data offline.

   How do I administer TELUS ePoint?

   If you are a site admin (Site Administrator), you can administer the TELUS ePoint by clicking on the Settings button in the upper right-hand corner. This will allow you to change general site settings like the name, logo and regional settings, manage users, update billing information and purchase storage, view site usage information and manage deleted Project Workspaces.

   How can I receive additional help?

   You can request additional product help, billing information or general support by sending an e-mail to: support@epoint.telus.com.  For technical support including product help, or to report trouble, you can call 1-866-399-8129

4. What are the common TELUS ePoint cost, billing and upgrade questions?

   What are my billing options for TELUS ePoint?

    If you have an existing TELUS bill for Internet services, long distance, or telephone service (note: this does not include TELUS mobility), you can bill TELUS ePoint to that account.  If you do not have one of these bills, TELUS can create an account for you.  To set up billing in either case, simply click on Settings, then click on Manage My Account and complete the Customer Billing Information section.  Direct credit card billing (Visa or Mastercard) is not available at this time.  However, if you have basic billing setup (e.g. no multi-line telephone service, no consolidated billing) once you have received your TELUS bill/invoice, you can click here to setup pre-authorized credit-card payments for your TELUS bill amount.  You will continue to get a TELUS bill/invoice, and it will show your credit-card payments.

   What does TELUS ePoint cost?

   For more information, view the complete Pricing/Packages information

   How do I update my billing information?

   TELUS ePoint Lite is absolutely free. At any point you can add your billing information to upgrade to a paid subscription. Within your TELIS ePoint site, simply click on Settings, then click on Manage My Account and complete the Customer Billing Information section.  If you are interested in a 1+ year contracted rate, you will need to contact TELUS as opposed to upgrading within your TELUS ePoint site.

   What will I be billed in my first month?

   You will be billed in advance for:

   1. the prorated partial month up to your next TELUS billing cycle (if applicable) and
   2. your first full calendar month

   These bill amounts will include any additional storage you have requested.  If you cancel your service, you will likewise be refunded the prorated partial month you did not use.

   What happens if you don't upgrade from TELUS ePoint Lite to the TELUS ePoint paid for package?

   You can continue to use TELUS ePoint Lite as long as you or your staff are active users.  After 90 days of inactivity, your TELUS ePoint Lite service will be cancelled, and all your data will be deleted.  To avoid losing your data, simply access your TELUS ePoint Lite site at least once every 90 days or upgrade to the TELUS ePoint paid-for package.  After 30, 60 and 90 days of inactivity, TELUS will notify you using your main contact email.  To upgrade to the TELUS ePoint paid for package within your TELUS ePoint site, login

5. What are my Outlook compatibility options?

   How does TELUS ePoint integrate with Microsoft Outlook?

   TELUS ePoint provides a downloadable program that you can install to synchronize contact information between Outlook and TELUS ePoint. TELUS ePoint also sends meeting requests to all participants of a Workspace when you create a Calendar item. Accepting these meeting requests will add these meetings to your Outlook Calendar.

   Can I synchronize data with Outlook?

   Contacts and Tasks are not currently synchronized with Outlook. Currently, all Calendar events to which you are assigned will be sent to you via a standard Outlook 'iCal' event in email.  This will allow you to accept or decline the invitation in order to add it to your Outlook Calendar.  As a Company Workspace user, you will receive these invitations for any Calendar events created in the Company Workspace or any Project Workspaces to which you've been invited.  You can turn off these notifications by clicking on Settings and disabling the checkbox for receiving notifications under Personal Settings.

   How do I bulk load contacts from Outlook?

   We are actively working on tools to help you load contacts from your Outlook client directly into TELUS ePoint and will notify you of that update when available. Currently, contacts must be manually entered into the contact lists.

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