Posts Tagged ‘Synergy tips and tricks’

Organizational Relationships with Synergy

July 6th, 2010

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.

SynergyExperts Publishes Manual / EventPak for Projects

March 27th, 2010

SynergyExperts, the organization that creates Tools and Manuals for Exact’s Synergy Module announces that a new Manual / EventPak has been published and available for immediate sale.

The manual demonstrates a Project with over 85 milestones and tasks for the development of new products.  Using this manual, an organization can quickly begin the implementation of this module in Synergy for Projects.

This manual (over 150 pages) demonstrates the use of Projects within the Synergy module.  Custom Requests (and how to build them) are shown, allowing an organization to mimic the information in the manual. 

Four custom ASP pages were created to allow an organization to view Milestones, Tasks, Notes and Time Entry information directly from the Project Card in Synergy.

This manual and other Tools, Tips, EventPaks and other manuals are available at www.synergyexpert.com

Watchdog Monitors Your Exact Event Manager Events

February 19th, 2010

An EventPak is available to monitor Events in Exact’s Event Manager Software Module.  If you are using the Event Manager to trigger events in Macola Progression, Macola ES or Synergy, this tool will save you from having to proactively visit the Monitor to veiw activities.

This EventPak monitors 31 unique events that have been scheduled and triggered.  This was created as a tool that would alert system administrators of:

  • Errors with scheduled events 
  • Events that were created, modified or triggered

Best part of this EventPak is that it is free.  You may enhance it for your business requirements, nothing is protected in this tool. 

If you are interested in this EventPak, contact us at info@synergyexpert.com or visit our site and download it yourself.

Using Projects in Synergy – How to Start

February 17th, 2010

In response to inquiries from customers about the use of Projects with the Exact Synergy product, the staff at www.synergyexperts.com is creating a new EventPak.  This tool will help customers understand the use of Projects within Synergy, with a new user manual. 

Creating and Tracking Milestones has always been a manual process with Synergy.  The Event Manager portion of the EventPak will automatically create Requests which are Milestone Related upon the creation of new projects.  A Manager needs to add information such as Starting and Completion Target Dates, Expected Hours and other data to begin the monitoring of the projects.

Requests have been created to track time spent on the various A Request has also been created to allow the tracking of additional notes as the project progresses.

The EventPak provides reports which allow for the monitoring of the Milestones and other important Project details.   These reports can be linked directly to the Project screen with the use of Exact’s SDK tool – which can be done with your Business partner quickly with the instructions provided in the kit.

A video is being created shortly and will be available on our website.  This EventPak will be released for sale on March 1, 2010 and will be initially priced at $250.  Begin using Synergy’s Project functionality quickly and with minimal expense.

Synergy ASP Pages are Easy to Create

January 12th, 2010

For customers that use Exact’s Synergy in their daily business activities, you may find it very beneficial to create custom ASP Pages for your employees.  These ASP Pages can contain information from your Accounting / Distribution / Manufacturing Modules of Exact’s Progression, Macola ES, Max or JobBoss databases.

Information from these back office systems can be presented in Synergy so your employees can stay in one software program.  This minimizes the amount of training them to access this data within your back office software.

The Donas Group can create these ASP Pages and install them on your Synergy menu or if you have basic programming skills, you may take our 25 development templates and create your specific views.  Within minutes, you may begin bringing data from your abckoffice software and displaying to your Synergy customers.

Our manual “Creating Custom ASP Pages” is available for purchase at our website www.synergyexpert.com.  A video is being created to highlight examples of custom ASP Pages and should be available on our website within 14 days.

Zip Code Search Tool

December 19th, 2009

Synergyexpert.com has created an asp page which allows Resources to enter a Zip Code and mileage requirement, resulting in a listing of all Accounts that fit the criteria. 

A video has been published demonstrating the use of this tool.  Click here to view.

Synergy Tools, Manuals and Expert Guidance from www.synergyexpert.com

Exact’s YouTube Videos

December 19th, 2009

During the introduction of Synergy in North America, Exact Software created three videos and placed them on You Tube.  SynergyExpert.com has created links on its website for each of the videos. 

The videos include:

Craminator – Discusses the concept of capturing Intellectual Property within organizations

Note-A-Zapper – Discusses communications and workflow within organizations

Docublaster – Discusses document management within organizations

I trust that you will find these videos amusing, as I have.

Searching for Documents Created by a Resource

December 3rd, 2009

How do you locate a document that was created by a specific employee or resource in Synergy? 

Synergyexpert.com informs you that a document can be located in Synergy by moving to that specific employee’s resource card.  Locate the document link in the monitor section.   When you click on this link, you can view all documents created by that individual.

Depot Service Tracking with Synergy

November 28th, 2009

An EventPak to track Service Calls and Repairs is being finalized by Synergyexpert.com.  This EventPak is meant to be used in a stand-alone environment, with no direct integrations to other Accounting Software.

This Synergy module can be used by organizations that wish to track Service work on  customers machines, which are sent in for repairs.

This module should be completed by the end of January 2010 and available on www.synergyexpert.com