As a customer or partner of Exact, you have access to the customer or reseller portal. Via this portal, you have the option to view the latest news, consult your own information and search for product information using the Knowledge Base. In order to come to a much better search result, new search functions have been added.
With the Synergy Office Integration, you can, among other things, create an appointment in Microsoft Outlook and synchronise it to an appointment request in Exact Synergy Enterprise. From product update 247 onwards, you can make use of agenda management.
In Exact Globe Next, you can make use of free fields. These free fields can be used to place information for which the standard fields are not sufficient.
Do you know exactly what each functionality within your package is for? Are you completely up-to-date on all new functions? Of course, you could always consult the help documentation to obtain more information on a specific function or functionality. However, it is now also possible to view this in our new Video Library!
Within Exact Synergy Enterprise, you have the possibility to create mail merge layouts. These layouts allow you to send e-mails, for instance, to an account from a request. In this e-mail, you could have the fields (words) automatically completed. It is, for instance, possible to auto-complete the name of the contact person or the address of the account in the e-mail.
Within a request, it is possible to sort fields into various sections. To make sure this remains insightful, it is possible to represent the sections as tabs in the request from product update 247 onwards. For this, the setting ‘Show sections as tabs’ is available.
These days, most people really don’t leave their homes without their mobile phones. Now, we can do so much more with a phone than just having a conversation, that’s why the phone can be widely used as well. For instance, for Mobile Synergy!
Maybe you have made similar requests for various people. You can of course do this by making use of a single request, but you can also do this by choosing multiple requests. By working with multiple requests, you can save a lot of time because you only need to enter the information once.
Are you looking for a specific customer? Or do you perhaps want to search for a certain group of customers within a specific postcode area? Both options are possible within Exact Synergy Enterprise. In order to search for a specific customer, you can make use of the search field in the menu on the left.
Would you like to view part of the document without having to open it? Do you have a list of documents and don’t know exactly which document you need? In both cases, it might be useful to use the reading pane.