Tag Archives: Exact Synergy Enterprise

Workflow Plus Assign – Planned: Assign and Multiple: Assign

In the standard workflow you have to option to assign a request to a person. The assigning can only be done for the current active step / stage you will not have the option to plan somebody in future stages of the workflow.

The standard assign also allows you to only assign to one person.

With the Workflow Plus Assign you can assign multiple persons to the current step in the workflow and to future steps in the workflow. This way you are able to plan the person(s) who while be handling the next steps.

Import employees from excel into Exact Synergy Enterprise

Our Import Plus add-on has now the option to import employees from an excel file in Exact Synergy Enterprise via an import wizard.

The import wizard is started from Exact Synergy Enterprise and allows you to map your fields and after mapping you can import your employee data.

Import is done in 9 easy steps:

  1. Select the excel file with your employee data
  2. Select the excel sheet that need to be imported
  3. Select the header row if any
  4. Map the columns, when the columns follow the field description it will already automatically be mapped.
  5. Confirm the type of the fields for the correct formatting
  6. Select the data to be imported
  7. Start your import
  8. See the summary of the results
  9. Save your steps as a template when the Excel file with the same format will be imported on a regular basis

Including this new enhancements the Import Plus now supports:

  • Items
  • Projects
  • Documents & Attachments
  • Employees / Persons

You are looking for other data to be imported let us know so when can extend the Import Plus module to add your requirement.

Bulk Import of documents and attachments into Exact Synergy Enterprise

Starting with Exact Synergy Enterprise and you need to upload files from your local folder or shared drive to Synergy.

This can now easily be done with our Import Plus Documents Import Wizard. In an Excel file you enter the document type, subject and the full path to the document (when required you also can pass on additional data like account,contact, item, project etc.). Then upload the Excel file to Synergy and follow the steps in the Import Wizard after completed all your documents will be available as documents in Synergy with an attachment.

 

New integrations between Exact Synergy Enterprise and third party ERP, CRM and Marketing applications

The following integration will be available soon on our website

Please contact us for more information.

New browse and reference field feature available for the workflow plus add-on

The workflow plus add-on is extended with the feature to browse on any data in your Synergy, Exact Globe or Exact Macola ES database by using a standard browser or creating your own browser. Read more about the Exact Synergy Enterprise Workflow Plus Browse and Reference.