Posts Tagged ‘Request’

Linking multiple documents to a request

Written by Marcel Thijssen on . Posted in Exact Synergy

In the request type you can define which field should be available in the request. For instance you can define that a field for the description, a project, or document should be available in the request.

When defined that the document field is present, you can link a document to the request. This document is link is clickable so you will be able to open and view the document.

Creating a request with the account and contact filled immediately

Written by Marcel Thijssen on . Posted in Exact Synergy

When you have contact with an account you can register the agreements in a request. To have insight in the agreements it is important to link the correct information in the request. In this case you can link the account and the contact person. When registered correctly the request can be found on the card of the account but also on the card of the contact person.

Rejected, now what?

Written by Marcel Thijssen on . Posted in Exact Synergy

When a request in Exact Synergy is rejected, by default no action is required for the request. The request therefore is no longer present in the workflow of the person. In case a request is entered by mistake or as a duplicate, it can be sufficient that the request will be present in the history, but not in the person’s workflow.

Remarking a request

Written by Marcel Thijssen on . Posted in Exact Synergy

The workflow shows the requests  for which an action from your side is required. It may happen that you need additional information before you can proceed with the request. In that case you can create a new request for the other person but you can also remark the request to the other person.

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