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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘tips’

Pivot Analysis Templates

Templates for Opportunity Pivot Analysis

Written by Bob Heinen on . Posted in Exact Synergy

Pivot analysis provides a powerful tool to analyze information. With pivot analysis, you can filter out the data you are interested in and sort it by different criteria. In Exact Synergy Enterprise product update 248 we have introduced the possibility to save templates for opportunity pivot analysis.

Are you a sales manager who needs to see up-to-date information on opportunity management?
A sales professional who is looking for an overview of all open opportunities? Or a sales professional who wants to compare his/her results with other sales professionals?

The below video will show you how for example a sales manager can create templates for opportunity pivot analysis, use them and share with other colleagues.

Take a look at the video, and let us know how you use pivot templates in your everyday work with Exact Synergy Enterprise. Share your tips in the comments!

Photo credit: Bill Frymire

Exact Globe tip: Item insight for sales orders

Written by Richard Smits on . Posted in Exact Globe

In previous blogs we introduced series of new video’s: Exact Globe tips. This product blog is explaining the existing functionality in order to make better use of our solutions. The quick Tip videos are aimed at existing Exact Globe users and each provide a quick tip which can help you to work more efficiently with the product.

When entering a sales order you don’t want to open the item card when you need more information about an item. In this video you will learn more about how to show more item information in the item browser when entering a sales order. Do you for example know, you can check the free stock in the item browser?  If not, check the video and find out!

We hope you enjoy this Globe tip.  Stay tuned because there are more in the works which will be available shortly.

To have a look at all Exact Globe tips available have a look at Exact Globe tips!

Pivots and points

Written by Bob Heinen on . Posted in Exact Synergy

There are many ways to retrieve information from Synergy Enterprise, especially if you are interested in an overview of the big picture. Running reports via the integration with MS Reporting Services is our latest addition, but there is a lot you can achieve with the built-in pivots as well.

Are you a financial controller who needs to see up-to-date information on costs and revenues?
A human resources manager looking for an overview of all open vacancies? Or a marketing manager checking all active leads for the campaigns you are running?

The latest Exademy video will show you how each of these people can use pivots to find the information he or she is after, and, as usual, even more.

Take a look the video, and let us know how you use pivots in your everyday work with Synergy Enterprise. Share your tip in the comments!

How to feed a man hungry for knowledge (in Synergy Enterprise)

Written by Bob Heinen on . Posted in Exact Synergy

In a sense your Synergy Enterprise environment is no different from a website of a good newspaper. There is always something new: a colleague uploaded a customer visit report, or registered the customer call, or updated the project that you are working on.

The question is how do you stay on top of these changes? How do you get informed that new content is there?

Well, you can add Synergy Enterprise pages with changing content to your favourites. You can look through the history for documents that might have changed since you last viewed them. But these approaches have their limitations: you won’t find out that a new document you are interested in was created.

You can always search for new documents manually every day, but that is a bit too much work.

There is a tried and true solution, of course — RSS feeds, and Synergy Enterprise supports them well. So instead of redoing your search for new documents every other day, you can just subscribe to the search results feed and put it on your homepage. You will see the new documents show up there automatically.

Watch the Exademy video to learn how to do exactly that, and more.

Getting attached to requests (in Synergy Enterprise)

Written by Bob Heinen on . Posted in Exact Synergy

If you have been using Synergy Enterprise for a while, then you know already how to attach all kinds of Word, Excel and PDF files to documents. Still, sometimes, when you need to share a file with a colleague quickly, you first have to create a document, then attach a file to it, then create a request, link your document and only then send it to the colleague. That can get too time-consuming.

Now, here is another tip from Exademy: if you are running at least product update 242 of Synergy Enterprise you can attach files directly to your requests. You create a new request — an expense claim, a checked task to a manager, or any other one you can think of — and attach your files without creating an intermediate Synergy Enterprise document.

The video has all the details.

Exact Globe tip: Exact Extender

Written by Richard Smits on . Posted in Exact Globe

We know you have been anxiously waiting for a new tips and trick video for Exact Globe and here it is! Watch it now, so you can work even more efficiently and get the most out of Exact Globe.

Have you ever wondered if it’s possible to store in Exact Globe more information than you currently do? Of course it is! With the Exact Extender you can easily create additional fields to store more information in your Globe environment and add even more data that is crucial for your business. As a result, the information you need is at your fingertips and you have a lot more flexibility to customize Exact Globe to the needs of your company.

To find out how the Exact Extender works, watch this short Exact Globe video.

Exact Globe tip: financial pivot analysis

Written by Michiel van Rooijen on . Posted in Exact Globe

Getting the right data from your system can be a challenge when just using standard reports. Every company and persons within that company have different needs for data analysis compared to other companies and persons. That’s why in globe there is a very usefull tool: the financial pivot analyis.

A financial pivot analysis is an interactive analysis summary, which enables you to visualize the actual financial information rapidly and effectively. You can present the data of your choice in the exact way you want, with several options for grouping and specifying the requested information. In addition to visualizing the data of a single administration, the function also allows you to compare financial details between different administrations. Based on these comparisons, you can generate an analysis report according to your preferences.

In this movie you will see how you can use this powerful tool.

We hope you enjoy this Globe tip.  Stay tuned because there are more in the works which will be available shortly.

Exact Globe tip: Mailing PDFs

Written by Richard Smits on . Posted in Exact Globe

In previous blogs we introduced series of new video’s: Exact Globe tips.

This product blog is not only for new developments, but also  explaining existing functionality in order to make better use of our solutions. The quick Tip videos are aimed at existing Exact Globe users and each provide a quick tip which can help you to work more efficiently with the product.

In this video you’ll learn about mailing PDFs. By using PDF you are sure the receiver will exactly see the same document as you do.

We hope you enjoy this Globe tip.  Stay tuned because there are more in the works which will be available shortly.

To have a look at all Exact Globe tips available have a look at Exact Globe tips!

Your personal time machine. This time in Synergy Enterprise only

Written by Bob Heinen on . Posted in Exact Synergy

Have you ever tried looking for a document in Synergy Enterprise that you remember you read last Thursday, but don’t really remember its title anymore? Search cannot help you, because there is nothing to be searched: no number, no title, no keywords.

But there is hope, of course!

Whenever you view a document, a request, or a project, Synergy Enterprise puts its name on a special history list. The names are kept on this list long enough for you to forget about them, but not for Synergy Enterprise.

Hence, you can travel back in time to yesterday or to Thursday previous week or to any other day far away in the past and find exactly the document you read by scanning the list of names.

There is more than that. Not only documents, requests and projects are kept in Synergy Enterprise history, but also accounts, items and people, whose cards you viewed.

Watch the new Exademy tips & tricks video to learn how to make the most out of history today.

Playing the angel: Favourites in Synergy Enterprise

Written by Bob Heinen on . Posted in Exact Synergy

What is your favourite way to organize information in Synergy Enterprise? How do you usually keep record of the pages that you often use?

In the new tips and tricks video from Exademy you can check the best practices to cope with managing serious amounts of valuable information in Synergy Enterprise with favourites. If you are a new user, you will learn that in Synergy Enterprise pretty much anything can be saved as a favourite: a document, or a report, or a pivot chart. If you are already a Synergy Enterprise expert, take a look at the Exademy advice on best ways to organize favourites on your homepage.

The video is available here. Don’t forget to mark it as your favourite!