On the monitor of an item card in Exact Synergy Enterprise, you can find a link to possible attachments of items. It is, however, not directly possible to add an attachment to any item; certain conditions will need to be met first.
A won sales opportunity might get retracted or contain old information. Did you know it was possible to reopen a won sales opportunity and enter some changes?
Facebook, Twitter and LinkedIn are no longer strangers to companies. By now, more and more people are using social networks and it is often useful to know via which means you can communicate with your contact persons. But do you know how to register this within Exact Synergy Enterprise?
On 1 February 2014, the Netherlands will switch to IBAN / SEPA. Did you know you can already register the IBAN and BIC code within Exact Synergy Enterprise?
The blog post ‘What should I fill in under IBAN?’ already tells you how you can fill in the IBAN and BIC for new debtors or creditors. But what should you do with existing bank account numbers?
In Exact Synergy Enterprise, tags can be used as keywords to organise and group documents. Exact Synergy Enterprise knows both Corporate tags and personal tags. Corporate tags are available for the entire company and can be set, personal tags only apply to each user.
By working with Exact Synergy Enterprise, you have one central place where all relevant information is available. However, there are various ways in which you can search for information. This allows you to determine which way you can find the correct information the fastest.
If you want to plan a meeting, it might be useful to know whether the conference room is actually available for the day and time that suits you. The process regarding the planning of, for instance, a conference room or pool car can be arranged with Exact Synergy Enterprise.
Within Exact Synergy Enterprise, you can work with version management for documents. This means that you can create multiple versions of a document and that you can determine which version is active at which time. This might come in useful if you would, for example, like to promote a certain action at a specific time or when a new product will become available soon and you would like to make the text in advance.
It’s not rare for contact persons within companies to change position or even to stop working for the company you’re doing business with. Because of this, you might have to deal with new contact persons regularly. Within Exact Synergy Enterprise, you now have the option to directly make a new contact person from the left menu.