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Tips to easily customize the tabs

Written by Michiel Dorjee on . Posted in Exact Synergy

In my previous post about the new Synergy design I wrote that the order of the tabs on the Person, Account and Project cards can easily be changed via drag-and-drop as of product update 245. What does this actually mean?

When you open a card, you will find the tabs just underneath the contact details (Business card and ‘More’ section).

A number of tabs are shown and there is also a ‘+ ‘ tab. When you click on the ‘+’ tab, it presents a list of pages that are not used very frequently. Of course the list of pages is based on availability. By clicking on one of the items in the list, it will automatically open the related page. If you would like to add an item to the tabs bar, you can easily do that by drag and drop. It is also possible to remove a tab from the bar and put it in the ‘+’ tab list via drag and drop.

Next to that you can also easily customize the order of the tabs. For instance when you are an Account Manager, you would like to see the activities related to a specific customer. In that case you can move the ‘Activity’ tab to the first position in the row. The order of the tabs will be stored automatically. When you open an Account card, the Activity tab is shown by default, so you don’t have to click.

I hope these tips will help you to work with the new Synergy design with even more pleasure. Your feedback is always welcome! Please do not hesitate to contact us through ux@exact.com or comment on this post.

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Comments (4)

  • Barry van der Meij

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    Hi,

    Looks pretty promising, when can we start using these functions, in other words, when will B245 be available as controlled release?

    BR Barry

    Reply

  • Vincent Henricks

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    Hi Barry,

    I expect PU245 to be available as controlled release in January 2011. Once there is a final date, we will inform you.

    Best regards,
    Vincent

    Reply

  • Robert Klein

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    I like that we are using tabs, and that they are moveable. Where to I build my Dashboard with SSRS?

    Reply

  • Vincent Henricks

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    Hi Robert. SSRS is added at a later stage. We need to link to these reports.

    Reply

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