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

Posts Tagged ‘product update 245’

Real time integration between Exact Synergy Enterprise and Exact Globe

Written by Michiel Dorjee on . Posted in Exact Globe, Exact Synergy

Since the introduction of Exact Synergy Enterprise we’ve been working hard to improve integration options with Exact Globe as well as third party back office products.

Looking to the integration between Exact Synergy Enterprise and Exact Globe we developed the following integration solutions:

  1. Real time integration: We’re pleased to let you know that we’ve made significant steps forward in this regard. Real time bi-directional synchronization between Exact Synergy Enterprise and Exact Globe is now a reality for much of your business critical processes when you work with one Exact Globe and Exact Synergy Enterprise environment.  Check the following overview to see which data is synchronized.
  2. Back office connection:  it is possible to establish a back office connection that allows users to view information stored in Exact Globe on Exact Synergy Enterprise web pages. Sales orders, purchase orders and other reports are shown directly in Exact Synergy Enterprise.
  3. Convert Quotation to Sales order: we’ve also recently introduced the possibility to create a sales order in Exact Globe directly from a quotation created in Exact Synergy Enterprise. Why entering data twice if you can convert the quotation?

Each of those solutions can be used on its own but advised is to use them all to get the most benefits out of it. We already have customers working with the integration possibilities and their feedback is encouraging.

We know how important it is for our customers to be able to view and share important information between departments and applications.  We will continue to enhance this functionality in the upcoming product updates.

Get in touch here or directly to your Exact representative if you are interested in finding out more about what’s possible.

Watch this quick video to see a demonstration of the three integration solutions.

Photo credit: Canongate technology

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.

Exact Synergy Enterprise product update 245 is generally available

Written by Michiel Dorjee on . Posted in Exact Globe, Exact Synergy

On behalf of Exact Product Management I’m pleased to announce that as of today Exact Synergy Enterprise product update 245 is generally available.

In this product update we focused on multiple improvements in the following areas:

  • New features and user interface in Synergy Mobile (video)
  • Project administration in professional services automation
  • Managing reintegration of employees (video)
  • Central Master Data Management in extended controlled release (video)
  • Real time integration Exact Synergy Enterprise and Exact Globe (video)

Moreover, as in every product update we implemented a number of new functionalities and enhancements which are a result of direct customer feedback.

  • Again more pages are Multi-browser compatible
  • Updates to the License Model: a split of the CRM role into ESS and CRM role
  • New out-of-the-box reports, offering insight in both Synergy as well as Globe data
  • Documentation of function rights
  • Update on the new User Interface

If you would like to know more about improvements and changes in this product update, check the Product Update News or please contact Ronald Voets (Product Line Manager) at ronald.voets@exact.com.

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

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