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Posts Tagged ‘product update 248’

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.

 

Enhancements in the Synergy Office Integration

Written by Martin Ortgiess on . Posted in Exact Synergy

In Exact Synergy Enterprise product update 248 (general available) we have improved the ease of use and speed of Exact Synergy Office Integration. We have also took a direct customer feedback into consideration which resulted in the following improvements. As of now Synergy Office Integration allows you to automatically save emails from certain folders directly to Exact Synergy Enterprise, based on a template set for those folders. You also have a possibility to deactivate option of automatic mapping of a contact person when saving an email. Moreover, Synergy Office Integration has been enhanced with numerous features, such as option to save multiple emails at once and pop-up notification to ask user to save an outgoing email.

Please watch the video below, to see how the new enhancements work.

Please let us know if you have any feedback.

People supported in Central Master Data Management

Written by Richard Smits on . Posted in Exact Globe, Exact Synergy

Over last year we’ve been busy developing Central Master Data Management solution (CMDM) that allows you to create a structured process for entering and maintaining information at a central location. As a result, you have a clear overview of your entire organization’s information that can be used for company-wide decision making. With each product update we enabled CMDM for additional entities within the software. CMDM already supports accounts, items and general ledger accounts, and as of Exact Globe product update 403 and Exact Synergy Enterprise product update 248 you can also centrally manage people.

To find out more about synchronizing people from Exact Synergy Enterprise to Exact Globe, please watch the video below (you can also find there other videos related to CMDM solution).

Next to the video you can also read the release note.  Should you have any questions about Central Master Data Management, please comment on this blog post.

Templates for Opportunity Pivot Analysis

Written by Michiel Dorjee on . Posted in Exact Synergy

Pivot analysis provides a powerful tool to analyze information. With pivot analysis, you can filter out the data you are interested in and sort it by different criteria. In Exact Synergy Enterprise product update 248 we have introduced the possibility to save templates for opportunity pivot analysis.

Are you a sales manager who needs to see up-to-date information on opportunity management?
A sales professional who is looking for an overview of all open opportunities? Or a sales professional who wants to compare his/her results with other sales professionals?

The below video will show you how for example a sales manager can create templates for opportunity pivot analysis, use them and share with other colleagues.

Take a look at the video, and let us know how you use pivot templates in your everyday work with Exact Synergy Enterprise. Share your tips in the comments!

Photo credit: Bill Frymire

Exact Synergy Enterprise product update 248 is generally available

Written by Michiel Dorjee on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 248 is generally available, which marks the end of the controlled release period which started in the mid of December 2011.

Please see below what the main highlights of this product update are:

  • Realigning features for users with the CRM role, that offers now full functionality in the CRM module. Please watch this video to learn about other improvements to this role.
  • Numerous enhancements to Exact Synergy Office Integration based on direct customer feedback. For a complete overview of enhancements, please click here and choose tab ‘General’; you can also watch this video to find out more.
  • Improvements to the Exact PSA solution, among others by enhancing the project planning board that offers a more interactive way of planning with a drag-and-drop interface. The Work Breakdown Structure is now merged with budgets to simplify work of a project controller and project managers. Please watch this series of videos to find out more.
  • With Central Master Data Management you can now easily centrally manage people, in follow-up of the earlier introduction of supporting accounts, items and general ledger accounts (video)
  • The possibility to save pivot analysis for opportunities as templates based on a direct customer feedback (video)

Moreover, the new Exact Service Management solution that helps wholesale and manufacturing companies who service the products they sell to optimize their service activities is currently in extended controlled release. Please watch our introduction video to find out more about this solution.

The Exact Synergy Enterprise Configurator will remain in controlled release with this product update until the end of January. Please read more about Exact Synergy Enterprise Configurator in the previous announcement.

For a full overview of all new functionalities, please refer to the release notes for product update 248 and the Product Update News page.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.

Exact Synergy Enterprise product update 248 in controlled release

Written by Michiel Dorjee on . Posted in Exact Synergy

On behalf of product management I’m happy to announce that as of today, Exact Synergy Enterprise product update 248 is in controlled release. This new product update is planned to be generally available in the mid of January 2012.

The main highlights of this product update are as following:

  • Realigned features for the CRM role, that offers now full functionality in the module CRM. An important addition to the CRM role is the ability to perform delegation.
  • Improved ease of use and speed of Exact Synergy Office Integration. You can now automatically save emails from certain folders directly to Exact Synergy Enterprise, based on a template set for those folders. You also have a possibility to deactivate option of automatic mapping of a contact person when saving an email. Moreover, Synergy Office Integration has been enhanced with numerous features, such as option to save multiple emails at once and pop-up notification to ask user to save an outgoing email. For a complete overview of enhancements, please click here and choose tab ‘General’
  • Changes to the Exact PSA solution, among others enhanced project planning board that offers a more interactive way of planning with drag-and-drop interface; Work Breakdown Structure merged with budgets to simplify work of a project controller and project manager.
  • Additional features in the new design of Exact Synergy Enterprise, such as expanding self-service wizards, ability to select themes, SDK support on mega menu, top right menu and search entities
  • People supported in Central Master Data Management, please see this video to find out more

Based on a direct feedback from our customers, we are continuously improving our products. This product update includes features mentioned above for CRM role and Exact Synergy Office Integration. Moreover, we offer now possibility to save pivot analysis for opportunities as templates.

As of this product update Exact Synergy Enterprise Configurator will be available. This toolset is meant for consultants and partners. It can be used to create and implement pre-configured templates, in pre-sales trajectories to ‘quickly’ realize a demo showing the Exact Synergy Enterprise features. Moreover, it can also be used in configuration of customer specific solutions to support the primary and secondary business processes. 

For a full overview of all new functionalities, please refer to the release notes for product update 248 as well as articles on our Product Blog.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.