Social Collaboration enables you to share different Synergy entities with your colleagues. Did you have a conversation about a customer during lunch, but your lunch partner had no idea who you were talking about? Then you just share the customer card with him or her after returning to your desk! Or are you really excited about a new item that you are going to sell? Come on! Let’s show it! And what do you think of sharing a convenient workspace where your (new) colleague was not yet aware of? Enough opportunities to make your workday easier and more fun! This blog post about Social Collaboration discusses which different entities can be shared and what you can achieve with sharing these entities.
Posts Tagged ‘Accounts’
For every account in your database you can register various data such as the address details, but also other details such as information about the sector of the customer, the chamber of commerce number, etc.
In Exact Synergy several account types are available. Via function right 524 – View account card you can define which users are allowed to create accounts. Users that have a role in which this function right is linked, are allowed to create accounts.
On the card of your accounts by default the three most recent request are shown. These can be viewed in the section ’Requests’.
On the account card of your accounts you can register the address details of your accounts. Via the ‘Map’ link you have the possibility to open a map with the address of your customer.
When searching for accounts you can define which columns you want to display in the search results. By doing this the data is presented in a clear list.
It is important that the information in your customer database is correct and up-to-date. The data is used to communicate with your customers, to perform analysis and create statistics, and to make sure your invoices, orders and quotations are delivered to the right customers.
An account can have several statuses. When the status of an account changes, often the account manager would like to be informed about this. This can be done by manually informing the account manager about the change, but it can also be done automatically.
The blogpost ‘Viewing your customer’s address on the map’ explained how you can get travel directions to your accounts. Be default MapQuest is used to display the map. It is however also possible to use GoogleMaps.
It is possible to delete an account via [Finance, Accounts receivable, Maintain] or [Finance, Accounts payable, Maintain] button ‘Delete’. It is only possible to delete accounts payable or accounts receivable when they are never used in a transaction. When you want to clean up your list of accounts, while the debtor or creditor is already used in a transaction, then there are several options.