Welcome to the Exact Product Blog

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

Posts Tagged ‘iOS’

Support for push notifications in the CRM apps

Written by Sonja Bloemers - Blom on . Posted in Exact Synergy

After a successful pilot phase, the Exact Synergy CRM app now supports push notifications. Push notifications will pop-up on your mobile device once a new task is added to your workflow or when a task is due. Another great functionality of the CRM app to work smarter.

To be able to use the push notifications feature, you’ll need to update to the latest version of Exact Synergy Enterprise, 254.

The Exact HR Self Service App: For your eyes only!

Written by Martin Ortgiess on . Posted in Exact Synergy

All your HR information in one spot? The HR Self Service App is your App with your personal information.

Whether you want to book a day off, check your latest salary slip or view your latest review from your personal files, the Exact HR Self Service App has it all. And for that one time that you’re sick, inform your manager via the App.

downloadappstore

The Exact HR Self Service App is your personal App. The App shows your personal information: information you normally don’t share with your colleagues. Besides insight in your time off balance, salary slips, personal files and sick leaves, you’re able to request for a day off or call in sick.

salslip

FEATURES (USERS)
– Absence:
* View time off balance
* Request for a day off
* Check the status of your time off request
* Overview of your historical time off requests
* Call in sick
* Overview of your previous sick leaves

– Access to your salary slips and annual statements
– Access all documents in your personal files

– Secure your personal information via a pin code

FEATURES (CORPORATE)
– Design a companywide time off process
– Design a companywide Sick leave process
– Time off and sick leave processes are centrally managed in Exact Synergy Enterprise
– The App is multi language

The HR Self Service App is the 4th App in line of our new App proposition. More Apps and Android versions of these Apps can be expected later this year!

Download your Exact App from the Appstrore today!
CRM App
Expense Claim App
Field Service App
HR Self Service App

Exact Field Service App version 1.1 available in the Appstore

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

Today a new version of the Exact Field Service App become available in the Appstore. This new version comes with native iOS 7 support, which you will recognize easily. All controls in the App, like datepickers, and other pop-ups will now have the iOS7 look and feel.

This version contains small bug fixes and support for iOS 7.1.

The Field Service App is available for iPad with iOS 6 and above.
You can download the App here.

The new CRM App is waiting for you in the Appstore

Written by Martin Ortgiess on . Posted in Exact Synergy

Finally it’s there! After all the hard work we’ve done, we are now able to present you our new CRM App.

Download from Appstore today! (Requires Synergy Product update 252)

The App has been tested by a lot of our partners and customers during Controlled Release period and the feedback was fantastic. Our Controlled Release candidates rated the App with an average of 8 so far, which is a fantastic score.

One of the quotes we got back was this one: I have showed it to a lot of customers and colleagues and got a praiseful reaction from everybody. Final grade a 9!

This smoothly designed Exact CRM App is an ideal business sidekick. It tells you exactly how your sales opportunities are coming along and what your next action is to close the deal. Also see my previous blog post.
The intuitive interface gives clear insight in your running opportunities and pending activities. Keeping track of your accounts and sales opportunities has never been this easy. All information you need about an account or your opportunity is there.

All relevant account information is available. Think about the social profiles and Twitter feed of the account, but also contact information and associated activities, appointments, opportunities, documents and contact persons are there.

You got a perfect overview of your running opportunities. The opportunity card brings you all information you need to close the deal, including associated activities, appointments and documents.

This and much more will help you to show what is happing at the customer side and to close your deal.

FEATURES
– Sales opportunities
– Accounts
– Contact persons
– Activities
– Appointments
– Documents
– Calendar
– Colleagues

– the App is Multi language.

REQUIREMENTS
– iOS 6.0 or above
– Exact Synergy Enterprise Product Update 252 and above.

Not yet using Synergy Enterprise yet? Please contact us for more information. We’re happy to help you.

photo credits

Exact introduces four new mobile Apps for business users

Written by Martin Ortgiess on . Posted in Exact Synergy

Last week Exact published a press release. To make you you don’t miss it, here it is!
The article is in Dutch only.

Vier nieuwe apps ondersteunen tijd- en locatieonafhankelijk werken

Delft, 27 mei 2014 – Exact brengt vier mobiele apps voor zakelijke gebruikers op de markt, te weten de Exact CRM app, Exact Expenses App, Exact HR Self Services app en de Field Service App. Met de CRM App en de Field Service app hebben buitendienstmedewerkers alle benodigde klantgegevens altijd binnen handbereik. Persoonlijke informatie als beschikbare vrije dagen, ziekmeldingen en declaraties, zijn nu voor alle medewerkers in een organisatie toegankelijk via de Expenses App en de HR Self Service app. Bedrijfsinformatie uit verschillende bronnen zijn via de app op één centrale plek verzameld en makkelijk te raadplegen, ongeacht de locatie of het tijdstip.

Lees het volledige artikel

Book your expense with the Exact Expenses App

Written by Martin Ortgiess on . Posted in Exact Synergy

Easy does it! That was what we had in mind when making the Expenses App.

With the expenses App you can book file a new expense report by by making a picture of your receipt. It is as easy as that, it’s all it is.

Of course you also get an overview of your previous entered expenses, directly showing you whether it is approved or even better paid back to you.

With the Expenses App, the administrator is free to define the information you have to fill in at booking your Expenses. He needs to define which request type he wants to use at HRM/Settings/Expense claim and the App will pick it up from here.

The header of the expense entry is fixed, showing default information the user needs to fill in. Directly below this section, the account and project fields are shown (when available in the corresponding request type). All other fields that are set mandatory will be shown below.

For now, the Expenses App is only available on iPhone and iPad. We we are working hard on the Android version which should be available this summer.

This Expenses App works in combination with latest version of Synergy product update 252. 

entryEX

Exact Hour Entry App – Watch the video of the prototype

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

Exact has a major focus on delivering Mobile Apps to her customers. We just launched the CRM App 3 weeks ago and the new Field Service App is expected next week. And, even more Apps can be expected this half year.

Hour entry picture

One of the Apps we will start working on soon, is the Exact Hour Entry App. This App is aimed at consultants and allows them to easily book their hours. This can be any hour type. Some most used examples are:

  • Billable hours: The billable hours booked by the consultant can directly be billed to the customer, once approved by the project manager.
  • Non-billable hours: This can be internal projects, employee training, meetings etc.

To give full insight in what to expect from the Exact Hour Entry App, we made this video for you. This video is a prototype of the actual product. Note that the final product will slightly deviate from what you see in this video. The delivery date of the Hour Entry App is not yet set.

Enjoy and let me know what you think about it.

 

 

CRM App: quotes from our customers

Written by Martin Ortgiess on . Posted in Exact Synergy

The Exact CRM App is in Contolled Release for a couple of weeks now and it’s not too late for you to join!
We have several customers working with and we already got some nice feedback and results
Some quotes we received are:

‘Nice clean way of sorting within your Inbox’

‘Clean interface’

‘Nice icons’

‘One of our channel partners in North America has taken a look at the new CRM application and thought it was great.’

‘Great that I can search in contact persons and can add them and easily add the correct phone number.’

Interested to join the Controlled Release, let me know via martin.ortgiess@exact.com!
I get back to you to discuss the options!

The CRM App will be available for iPhone and iPad first. This is planned for January 2014.