We have added more sorting options to get a better overview of your workflows and requests, for example, account, item, free fields and much more
Your customers enter their own orders using Customer Order portal in Synergy. Your customers are able to make use of cataloged products, order-history, actual prices and price-lists from the back-office, etc
Make your complete quotation in Synergy. We have added features to the standard Quotation module in Synergy to allow you making quotes quickly and including complete quotation details.
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.
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:
- Select the excel file with your employee data
- Select the excel sheet that need to be imported
- Select the header row if any
- Map the columns, when the columns follow the field description it will already automatically be mapped.
- Confirm the type of the fields for the correct formatting
- Select the data to be imported
- Start your import
- See the summary of the results
- 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:
- 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.
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.
A new feature is added to the Workflow Plus Remarks and Comments add-on which will allow to type formatted text in the Remarks: Request field, Remarks: Workflow field and the 20 extra comment fields.
The Workflow Plus add-on is extended with 50 extra free fields for each free field type and 10 extra comment fields. Read more about the Exact Synergy Enterprise Workflow Plus Free Fields.
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.