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

Posts Tagged ‘new design’

Visual makeover for Exact Field Service App

Written by Patrick Toonen on . Posted in Exact Synergy

In the last phase of its controlled release, the Exact Field Service App received a well-deserved visual makeover. While the mobile team was busy improving the app, Apple released iOS 7 for the newer generation iPads, which changed the look and feel dramatically. We are proud to announce that the overhauled Field Service app now matches the new look of iOS7.


We also took this opportunity to make the Field Service app match the appearance of the new Synergy CRM App (which is being wrapped up as we write, we cannot wait to release!).  Although the main focus was on the visual appearance of the interface, we also took the opportunity to further improve the consistency and user experience. The colors, buttons and icons should be recognizable to future Exact CRM users and they make the Field Service app feel as “part of the family”; a family of Exact Synergy Apps that will certainly grow rapidly as we enter 2014!

Enjoy some  comparison shots between the initial version (left) we published at the start of the controlled release and the freshly suited-up version (right) that we will release early next year.



Click the thumbnail to view a larger version.

The new Synergy design comes to life

Written by Michiel Dorjee on . Posted in Exact Synergy

I already posted a few articles on specific functionalities in the new design of Synergy. Every feature we are adding to the product is the result of creative development processes and research. In this blog post I would like to inform you about the development of the new Synergy design.

The foundation of the new design is the great diversity of possibilities that Synergy offers. The look and feel is only part of the overall development process. To really grasp design is to intuit what you as our customer want. We intend to offer the new design of Synergy Enterprise based on needs in your daily work and to help you to make your work easier and more comfortable. We collect information via workshops in which we zoom in on certain specific elements of our product. Obviously the responses we receive via the Exact product blog are also very valuable for our development process.

The next step after we have collected all the information is to create wireframes. Wireframes are simple, schematic representations of undeveloped pages. We usually test our ideas with end users during one-on-one interviews, when we also present these wireframes. This often results in an interactive session. It is possible that we repeat the process if it happens that the wireframes need to be drastically changed. In general we have a good and clear idea of how you are using our software and as a result we are often on the right track. And that is what makes our job so interesting every single day.

One of the processes we are using in the Project team is User–centered design (UCD). UCD is a process in which the needs, wants, and limitations of end users are given extensive attention at each stage of the design process.

In this process, we also take the suggestions and ideas – which we receive from you via the feedback button in the software – into account for further development. As you probably already noticed there is also a feedback button in the preview version of the new design in Product update 245. Your feedback is always welcome! Please do not hesitate to contact us through ux@exact.com or comment on this post.

New design product update 245 in progress

Written by Michiel Dorjee on . Posted in Exact Synergy

I have received a couple of questions to what extent the new design of Exact Synergy Enterprise will be general available in the next product update.

In product update 245 you will be offered a new design for Exact Synergy Enterprise and you will be using a product which is not a final deliverable. Work is in progress because we focus now on extensive and collecting feedback from customers. We share this intermediate work with you because our main goal is to engage with you as a user. Please tell us what you think.

This new design doesn’t only mean new colors or buttons. It is aimed at supporting the goals you have and making it easier for you to execute your tasks. And of course we took the opportunity to revamp the visual design. For further details, please read my previous blog with the title “The new Synergy design. What has been done with your feedback so far”.

By offering this preview we give you a prerelease of our software, it complies with our testing procedures and quality standards. This means that the direction can change, for instance based on your feedback.
I can’t wait to hear your feedback on the new design.

Photo credit: Blumpy

Exact Synergy Enterprise product update 247 is generally available. Are you ready?

Written by Michiel Dorjee on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 247 is generally available. This marks the end of controlled release period which started in the end of August.

Based on customers’ feedback, we have focused on multiple developments in the following license roles: Exact Synergy user, Employee Self-Service, Incoming Invoice Register and users with CRM role (video). For the customers who make use of Exact Synergy Office Integration we have introduced calendar management that allows you to link your project, account and contact to your appointment you create in MS Outlook (video). Moreover, as of this product update quotations are now fully integrated with Exact Globe, so the item information can be retrieved from Exact Globe and you can now select a division to be linked to your quotation.

All Exact Synergy Enterprise users who work with the standard functionality can now switch to the new Exact Synergy design that includes new features, such as customizable dashboards and enhanced mega menus navigation. Furthermore, the Exact Synergy Enterprise PSA solution make it now possible to plan people against a deadline and register costs of approved hours and expenses in Exact Globe.

Exact Integration launched in August has now new features, such as supporting the batch update of items and restoring database. To follow earlier introduction of Central Master Data Management for accounts and items, as of this product update it is possible to centrally manage General Ledger accounts (video).

Based on a direct customer feedback, we have also implemented a number of small enhancements, among others:

A full overview of all new functionalities you can find in the release notes and some additional information on the Product Update News page. Please also refer to previous articles on the Product Blog.

We would like to thank all customers, partners and colleagues who contributed to this product update.

Should you have any questions regarding this announcement, please comment on this blog post.

Wizard that helps you to register your medical leave

Written by Michiel Dorjee on . Posted in Exact Synergy

As you know we are currently working on the new design of Exact Synergy Enterprise and in the product update 245 we have added additional self-service functionalities: medical leave and expense claim. When you use one of these new features you will be guided through a wizard, as we also offer at the personal time off page. In this blog I would like to zoom in on how you can easily register your medical leave.

There are many ways to navigate to the medical leave page. The fastest ways are:
1. the hyperlink medical leave in the self-service part of the personal menu;
2. the medical leave button in the self-service widget on the homepage.

When you start the medical leave page, you will directly see a list of previous requests grouped by ‘Current’, ‘Upcoming’ and ‘In the past’. The ‘Current’ and ‘Upcoming’ sections are always visible so that you have an overview of which current and future requests have been registered. The requests in the ‘In the past’ section are hidden, but you can easily open this section by clicking somewhere in the bar.

Register a new medical leave request is easy and requires only few mouse clicks. Just click at the ‘+ Register medical leave’ button and from there you will be guided through a wizard. In product update 245 we support six medical leave types:

1. Sick leave
2. Visit doctor
3. Visit dentist
4. Other specialist
5. Care leave
6. Emergency leave

Each type has its own page with predefined questions. The content is based on the information that the HR department needs to meet the regulations. In some cases we already prefilled some fields. For instance, if you register a sick leave we have prefilled the current date, the telephone number where the company can reach you and the address you’ll be staying. It is possible to prefill some fields only if the information is already available in Synergy. As a result you save a lot of time to fill in the form.

At the settings page the medical leave request types can be changed into a different request type by a person who has administrator rights.

If you have any comments or suggestions on how we could further empower the new design of Exact Synergy Enterprise, please feel free to contact us through ux@exact.com or comment on this post.