Explorer view

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Explorer view

Browse easily through Synergy and create documents and workflow requests easily

Your Synergy startpage can be enhanced with addition of the Explorer view. Browsing is similar with searching for a document with MS Windows Explorer. Clicking +  or –   in the left pane will expand or collapse the view.

During the initial setup you can indicate which entities, document types and request types you want your view to display, for example that can be Accounts by the categories prospect, customer, lead and suspect and document types by request for quotation, quotation and order confirmation. You also want the Explorer view to display your Workflow requests by type, mother and child Projects and HRM by document types.

Once the setup is done it is easily to browse through to your folders to find the document you are looking for by clicking +  or –   in the left pane.

Now it is also easy to create a document or a workflow request, you browse through to your folders by clicking  + or- . If you create a document based on the ‘tree’, data is already pre-populated. If tree set-up is division, account, project, document and you click the account, project and document type are already pre-filled.

Functionality:

  • Find documents and requests easily
  • Create documents and workflow requests easily

Product Description

General Information

  • Implementation: 1 day
  • Maintenance plan available: Yes
  • User manual available: Yes
  • ‘Enabling add-on solution’ Role needed: Yes
  • Price: POA
  • Available for resale: Yes
  • Developed by: GLM Systems

Related Products

 

Exact Product Line

  • Exact Synergy Enterprise

Development Platform

  • C#.Net
  • C#.NET
  • SQL

Modules

  • CRM
  • Logistics
  • Documents