Ever been in the situation where you wanted to create a task or something else in Synergy Enterprise which requires, for example, a mandatory account. You just viewed this account, document, project or person and want to setup a meeting with them but when you enter the meeting request can’t seem to find it? Who created it? Who is the manager? What was it exactly called again? The Synergy Enterprise search dialogs don’t have the same possibilities as, for example, the document, project or account search function. And there you go, opening a new window in your browser to start a new session in Synergy to get to the account search function and find that required account, copy the account id number, paste it again in the first browser window in the mandatory account field. Boy, that can be pretty time consuming, especially when in a hurry it looks like it takes ages, lets submit it, What? Why did they made the project mandatory to…..
To address this limitation we upgraded the search dialogs with a ‘find in’ option in Exact Synergy Enterprise release 244. This option allows us to quickly filter on “Recently viewed”, “My” and “All” Documents, Accounts, Projects and Persons (resources). Making everybody’s life easier, hopefully you enjoy it to!
Feedback is highly appreciated.