Businesses that use Exact’s Synergy software to help manage Accounts such as Prospects and Customers have asked for functionality such as “Who does this Contact Person report to?”
In standard Synergy, this information could be put into the notes for each contact person, but it would be very difficult to extract this information.
With our new Synergy tool, we are able to capture this information on each Contact card. Modifications can be made easily by all Resources within your organization, even if they do not have the rights to make changes to the card. A button is added to your Contacts screen to allow the displaying of this information in a easy to view format.
For more information, visit the www.synergyexpert.com website.
