Within Exact Synergy Enterprise, you use document types. With a document type, you can define specific properties for documents that are created within this type.
Within Exact Synergy Enterprise, you have the option to work with documents. For editing and formatting these documents, you have various functions at your disposal. Functions you may know from Microsoft Word as well.
While creating a new project in Exact Synergy Enterprise, it is possible for the project code to select and enter a value yourself by default. For each new project, the project code can be entered and saved manually.
Within Exact Synergy Enterprise, you have the option to synchronise appointments with Microsoft Outlook. This will give you an overview of all your appointments at all times.
With SEPA Direct debit, you can immediately transfer claims from the bank account of your debtor, provided you have permission of the debtor to do so.
In the blog post ‘Tip: An overview of the assigned roles’, you already read how it is possible to view per role which employees are linked to it. However, it is also possible to view to which roles that specific employee has been linked via the employee card.
In order to be sure that all information is completed on an account card, you have the option to make entry fields mandatory. This way, you can be sure that, for instance, the field ‘phone’ is filled in. You can choose how many and which fields are mandatory for a certain type of account card.
Within Exact Synergy Enterprise, you can indicate that a document needs to be approved before being made available to other employees, customers or partners. You can define this via the settings of a document type (via the menu [Documents, Setup, Document: Types]). Besides this, you can also indicate which roles employees need to have to approve documents.
Would you like to save multiple documents in one go within Exact Synergy Enterprise? Or would you perhaps like to save multiple images in one document? With the Document Bulk Uploader, you can perform all of these actions.
Within Exact Synergy Enterprise, you can save important e-mails automatically from Microsoft Outlook. This way, you can easily save the most important information in Exact Synergy Enterprise with less steps.