After publication of the blog “Saving time: Come out, Come out, wherever you are!” I got a lot of feedback on the article and functionality which could be divided into two groups. The ones that where extremely positive about the provided functionality and the ones that had some doubts and presented me with a more critical view on the feature. After examining the feedback and contacting some of you to discuss your views it was clear we missed out on the advanced user of Exact Synergy Enterprise with this feature. These users for example remember accounts by number, location and all sorts of other properties but never seem to view the card itself. Meaning it wouldn’t show up in the recently used view nor in the “my” view since they are not the manager of the account. This principle also applied to the other browsers we adjusted.
After the feedback round we concluded that we needed to react to these findings fast and update the functionality so we can support these advanced users in their daily work. In cooperation with you, our users, we decided to upgrade the functionality the following way:
- Setting the default value of the find-in box to the “all” view.
- Performing an immediate search after the find-in box is changed by the user; this will eliminate the need for an extra button click to get the documents in the selected view.
- Retaining the last selected find-in value for every individual search browser and individual user.
We are confident that the made changes are satisfactory for all our types of users. The changes will be available upon general availability of product update 244.
Thank you for the feedback! We highly appreciate it!