The blogpost Keeping appointments private explained how you can mark appointments in your calendar as private.
Posts Tagged ‘Request’
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.
When creating a request you have the possibility to link an account, document, item, etc to the request.
In Exact Synergy Enterprise you can easily see who read a document or request and when. This can be useful when you need to know whether everyone has seen your news item, for example.
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.
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.
Changes in the software are documented in the release notes. Besides the changes in the release notes also smaller improvements are added each product update.
It can be very useful that you quickly can view your recently created or read requests/documents. In Exact Synergy Enterprise you can achieve that via the following steps:
The previous blog post explains how you can remark a request to your colleague. When you have a lot of requests in your workflow which are remarked to your colleagues you may want to hide these request in your workflow.
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.