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Synergy 244 user feedback

Written by Michiel Dorjee on . Posted in Exact Synergy

Last Monday, 18/10/2010, the feedback button in the Synergy 244 update went live, and we sure did notice that. When we checked the mailbox that morning, we were happily surprised with all the feedback we got from you. People actually took the time to look at what we did and told us what they liked and what could need improvements. As much as we would love to answer all the emails individually, just like how you took the time to write us an email, it’s too much work, hence this blog post. We hope you guys understand.

As for the people who didn’t know yet, a redesign of Synergy is currently in the works and we encourage everyone to give us feedback on it, before we roll it out. It is currently still under development, so some things may not work a 100% and/or are missing, but a large part of it does work.

Before moving on to the feedback, we would like to thank everyone for the feedback, and please keep it coming. We love reading what you guys think of the new Synergy and it helps to keep us motivated and inspires us on how to improve it further.

So for the feedback, we’ll try to answer most of the things that came in below. First of all, we got a lot of people mentioning that there’s no easy way to access the ‘Planning’. This is true and it will be placed in the ‘Personal’ menu. We understand this is a commonly used  item and should be placed more visible as opposed to as it is now (‘My profile > ‘Monitor’ > ‘Planning’).

We also received a lot of feedback mentioning the search. A lot of people mentioned that they’d rather see this: See one search box, that searches everything (like Windows search or Spotlight search on a Mac). This is not (yet) made due to technical and time restrictions. And as much as we would love to see it ourselves, this would take some time to develop and it was scoped out of the project. I can’t say anything about this in the future, except for the fact that we would also want to see this happening, so we will definitely keep this in mind!

Some people also mentioned that they would like to customize their homepage, as a lot of the users who tested this have other functions they use on a daily basis, and the ‘Self- Service’ widget does not suit them. We’ll will try to give a little more background on this subject. What you see now is what we designed for the people with a ‘Self-Service’ license only. This is a group of people who have limited access to the functions of Synergy and only need a few things when they log in, which are the items you find in the widget. The initial design was focused on building a ‘Home’ screen with the ‘Self-Service’ user in mind, hence the fact that when you log in, you see this screen and it is the default ‘Home’ for everyone, while 244 is in development phase. The idea for the future is, of course, to offer a customizable ‘Home’ page for everyone, as well as dashboards or cockpits (whichever term you prefer) tailored to the different kind of people have. This is under development now, and should be there soon.

Other mentions are a quick way to find either ‘Favorites’ or ‘History’. Currently these 2 menus are quite hidden, but I can assure you that the next product update will provide an easy way to access both these menus, I will have to ask you to wait, yet again, but this will surely be there in the coming months.

Some other comments were on the ‘To do’ list or what used to be an overview of the ‘Workflow’ menu. We’ll try to elaborate on this a little more. For new users (and even old users) the term ‘workflow’ is not something that would trigger anything and puzzles people. We changed this term to ‘to do’, since it’s composed of things that require the users action (most of the time) e.g. approving, rejecting, processing, etc. This is still your old list which was found under ‘My workflow’, only with a different name.

One more things was on customizing the colors. This is something we want to offer in the form of different themes users can choose. We will offer this, but we first want to work on the fundamentals of the product first, and the cosmetics will come later. Since the product is still in development phase, we will work on other parts first, before we are going to work on the themes, but this (like the others before) is something we will do in a future release.

This is it for now, we hope answered most of your request/questions here. If there’s anything else, please don’t hesitate to contact us again through: ux@exact.com or comment on this post. As we said before, we love hearing what you guys think of it, so keep the feedback coming!

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Comments (2)

  • Robert Klein

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    I like the Ctrl+Shift+S feature that quickly takes you to the integrated tool bar search box. I also like that you can minimize the search options, a nice feature to add to SOI and perhaps Mobile. Also, need to add History activities for Opportunities – ESE 244 standard screen.

    Reply

  • Sie-Hang

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    Hi Robert, thanks for the nice feedback. As for the history activites for opportunities, that’s a nice suggestion. I can;t promise it;s going to be in the soon, but definately something to keep in mind!

    Reply

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