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

Posts Tagged ‘license’

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.

How to make use of PSA in Exact Synergy Enterprise

Written by Michiel Dorjee on . Posted in Exact Synergy

In order to make use of the PSA in Exact Synergy Enterprise and start to enjoy the Time&Billing capabilities, you can do that in two ways:

  1. Having a Synergy user with a professional role. Such a user can be granted any other license role (like Hour entry role) free of charge and without any further license checks
  2. Assign a Synergy user, who doesn’t have the professional role yet, with  the hour entry role. When doing so, a license check is done whether the customer has sufficient available Hour entry roles (YA1401) in his license
  3. #1 and #2 also apply to the situation where the user doesn’t need hour entry capabilities, but rather project controlling capabilities. So a Synergy user who already has the professional role, can be assigned with the project controller role free of charge and without any further license checks. Those Synergy users who don’t have a professional role, can only be granted the project controller role if there’s sufficient available project controller roles (YA1402) in the license

All the applications needed to make use of PSA in Exact Synergy Enterprise, are downloaded via the standard update mechanism of Exact Synergy Enterprise, so no seperate installation on the webserver is required.

More info on how the role mode works via this video.

Update on License Roles

Written by Robin den Buurman on . Posted in Exact Synergy

As you know in the last product update we introduced role based security license model which gives you control over functionality and license cost. As of the product update 245 we made a clean split between the Employee self-service and CRM roles due to different needs and usage. In case the user requires both roles, the roles can be combined giving the user all the functionality of these roles. It is now possible to assign to each role 15 different request types. Hence, if you have both roles, you are able to use up to 30 request types.

Watch the video below, to find out more about the License Model update as of product update 245.

Hello, I am the Synergy User!

Written by Robin den Buurman on . Posted in Exact Synergy

Let me introduce myself. As of 244 every user that can use Exact Synergy Enterprise will be a Synergy User. I am the most basic of users in Exact Synergy Enterprise; intended for employees that don’t rely in their daily work on the use of Exact Synergy but do need to have access to ask for a day off and view their calendar. Maybe they need me to find contact information of colleagues or allow them to communicate with colleagues in a structured way. On top of me you can stack multiple roles to expand my functionality. I can make use of the following functionality:

View Intranet news page

This allows me to be informed on what is going on within my company, access links to start pages, read the most important news that gets broadcasted within my company. This makes sure I am always involved and informed!

Create tasks for myself and other users

Maintain a to-do list and request jobs to be done from others. It also allows me to keep track of the progress of these tasks.

Receive tasks

Receive tasks from others.

Request a vacation

Ask my manager for approval on days off.

View my calendar

Check my calendar for upcoming events and jobs to do.

Maintain favorites

Allow to store shortcuts to documents and other resources for quick access.

Synchronize my Calendar with Microsoft Outlook

Make sure Microsoft Outlook represents the Exact Synergy Enterprise calendar.

View my resource card

View if my personal data is correct, correct and add information to it.

Setup my Exact Synergy Enterprise preferences

Adjust the language and language settings for me personally.

Find colleagues

Search for colleagues and look at their contact information.

View Microsoft Reporting Services reports

View MS Reporting reports if the reports rights allow me to.

Synergy User Interface

Extending my functionality can be done by assigning me one of the roles below:

Extending the functionality which is available to me as a Synergy user can easily be done by assigning additional roles. The Synergy User can be extended by the following roles:

  1. Professional Role.
  2. Employee Self Service Role.
  3. CRM Role.
  4. Incoming Invoice Register Role.
  5. Report Manager Role.
  6. Hour Entry Role.
  7. Project Controller Role.

And the best thing, I am free to use and only require a small annual fee to support me.

Want to know more about Exact new license model?

In our vision every employee can benefit from the use of Exact Synergy Enterprise in your organization by using workflow, documents, CRM, HRM and the many other features. Our answer is a very affordable basic user; the Synergy User.

Watch this video to know why and how we changed it. Also for more detailed information on each role; take a look at this page.