With Exact for BPM you can improve the collaboration and communication between persons and departments and increase the visibility of processes existing within your organization. You can establish standard and rules-based working methods for greater management control and auditing. Workflows provides employees a more clear understanding of their tasks and goals and enhances the performance of your organization. In this blog post about workflow management we will discuss this further.
Posts Tagged ‘Requests’
Many actions in Exact Synergy Are registered via requests. For different activities you can make use of several request types. You can also create your own request types and determine which fields are present.
When you create a request you can link a document to the request when the request definition contains the document field.
In certain situations it can be useful to limit the kind of documents that can be linked. For instance when you want users to be able to only link documents of a certain type.
You can define yourself which fields are displayed in a request. You even can define the order in which the fields are displayed. When you want to make a specific field stand out more, you can make it mandatory. But it is also possible to show the text of the field in a different color.
On the card of your accounts by default the three most recent request are shown. These can be viewed in the section ’Requests’.
Appointments can be created as requests in Exact Synergy. These appointments will then be displayed in your calendar.
In the field settings of a request you can define who is allowed to edit a certain field. This way you can define that everyone is allowed to edit the field, only the creator, or only the current actor.
The blogpost Make a field in a request stand out more explains how you can change the color of the text of a field in a request. Besides changing the color you can also change other properties such as the size or style of the text.
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.
When your employees have the possibility to enter a declaration for costs, this process can be handled via a request.