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Posts Tagged ‘CRM user’

Realigned features for the CRM user

Written by Martin Ortgiess on . Posted in Exact Synergy

In the last product updates of Exact Synergy Enterprise we’ve been working on developing the different license roles to give our customers more flexibility, so they have complete freedom and control over their Exact Synergy Enterprise environment. In product update 248 (generally available) we have focused on realigning features for the CRM role, in order to complete and clarify the logic for the CRM role and to make sure that the available functionality meets the needs of our customers. The user with the CRM role has now full functionality in the module CRM, which means that he has the same access rights to this module as a user with the professional role.

Additionally, he is now able to see all requests from all places he has access to, like the workflow of a colleague or a project card. Viewing requests is based on the standard roles and rights settings. An important addition to the CRM role is the ability to perform delegation. On top of the above changes, from this product update onwards, only certain authorized function rights can be assigned to CRM users and the available menus are limited to CRM and Workflow.

Please watch the video below and read the release note to learn more about the changes in the CRM role.

Please let me know if you have any feedback.


The CRM user turning into a big boy

Written by Martin Ortgiess on . Posted in Exact Synergy

A lot of our customers use the CRM user, a user license role which offers you a lot of functionality against a good price.

The number of companies using the CRM user in their license grows rapidly. With these new customers on board, we’ve received a lot of valuable feedback on how the CRM users is being used in daily business. It opens up opportunities to even further improve the CRM user. So, we did!

As of Exact Synergy Enterprise product update 248 (General available January 2012) the CRM user will have full functionality available in the CRM (customer) module. In this module the CRM user will have the same functionality available as the professional user . This means that:

– All accounts, opportunities and quotations are visible, based on the rights set in the system.
– All account types can be created and maintained, based on the rights set in the system

Function rights are used to give a user more functionality. Over a 60 function rights are available for the CRM user, which will give him additional privileges, like sending a mailing to a group of customers and edit all opportunities within his group.

Other improvements are:

– View all requests on all places where the user has access. An example is that the CRM user can view the workflow of his colleagues and view all requests that are linked to a project.
– Delegate your work when you are out of the office.
– As of product update 249 we will introduce a possibility for a CRM user to view all projects or only the projects of which he is a member.