This page allows you to customise settings that are applied throughout Exact Synergy Enterprise.
All users can customise the following options. However, users with the incoming invoice register, hour entry, and project manager roles assigned can only customise the settings in the Regional options section under the General tab.
Note:
The information in this document is applicable to product update 503 and higher. If you have a lower version, certain features explained here will not be applicable.
Keep in mind: All fields with the "!" icon are mandatory.
Click this to cancel the changes made and return to your workspace.
Click this to save the changes made to the settings.
Select Person to customise the Exact Synergy Enterprise portal for employees or ESS Portal to customise the ESS Portal. If ESS Portal is selected, you will only see the Style, Menu, and Corporate (Settings) tabs. For more information, see Customising the ESS portal.
The Preferences page is divided into the following tabs. Click the links below to view the contents for the respective tabs.
This tab allows you to set the general options of Exact Synergy Enterprise. The settings defined here will take precedence over the settings defined in the Corporate (Settings) tab unless the Mandatory check box in the Corporate (Settings) tab for the corresponding fields are selected.
Select the preferred language for Exact Synergy Enterprise.
Note: This affects the user interface only. Words that are retrieved from the database (data that can be changed) are not translated. In addition, the ability to display different languages depends on the installed Microsoft Windows operating system.
Select the preferred date format. For each selection, "dd" means day, "mm" means month and "yyyy" means year.
Select 24h or 12h (AM/PM) to use the 24-hour or 12-hour clock format in Exact Synergy Enterprise for displaying and entering time.
Note: If you select 12h (AM/PM), you can still enter time in the 24-hour clock format. Exact Synergy Enterprise will convert the time to the proper 12-hour clock format. However, if you select 24h, you can only enter time using the 24-hour clock format.
Select the preferred number format.
Select the check box to enable error messages to pop up instead of being displayed only at the top of the page. This makes the error messages more prominent.
Select this check box to receive notification when there is new product news.
Select this option and type a number to define the number of buttons to be displayed on a page. By default, "5" is filled in. When a page contains more than five buttons, an arrow button is available to expand and view the additional buttons, or hide the additional buttons.
Select this option to display all the buttons on a page.
Click on the relevant link to install Synergy Office Integration.
Select the preferred page to view when you first launch Exact Synergy Enterprise at Set as default.
The following options are available for selection:
Top
This tab allows you to set the style of Exact Synergy Enterprise.
Select the preferred display style for Exact Synergy Enterprise. Once selected, you can immediately see a preview of the style directly below the option. Different styles will customise Exact Synergy Enterprise to different sets of colors or themes.
This tab configures the various menu sections available in Exact Synergy Enterprise.
Select this check box to show Modules at the top menu.
You can also select the modules to be displayed at Modules. The left column lists modules that are not shown while the right column lists modules that are shown.
Select the modules and click and to move the modules between the columns thereby selecting the modules shown and not shown. You can also do this by double clicking the modules.
Click Customise to customise each module's menu page. A module must be selected before the Customise button can function.
Click the Up and Down buttons to specify the order in which to display the modules. Click Reset to set the modules shown back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, all selected modules are displayed individually at the top of the page. If more than one of the modules are displayed, they will be separated by the sign “|”.
You can also select the quick access items to be shown in the menu.
The left column lists the items that are not shown while the right column lists the items that are shown. Select the items and click and to move the items between the columns thereby selecting the items shown and not shown. You can also do this by double clicking on the items.
Click the Up and Down buttons to specify the order in which to display the items. Click Reset to set the items back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, all selected items are displayed individually at the top of the page.
All selected functions of this section are displayed in the menu.
The left column lists functions that are not shown while the right menu lists functions that are shown. Select the function and click and to move them between the columns thereby selecting the functions shown and not shown. You can also do this by double clicking on the functions.
Click the Up and Down buttons to specify the order in which to display the functions. Click Reset to set the functions back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, the selected functions are displayed in the upper left menu.
All selected elements of this section are displayed in the menu.
The left column lists elements that are not shown while the right menu lists elements that are shown. Select the element and click and to move the elements between the columns thereby selecting the elements shown and not shown. You can also do this by double-clicking on the elements.
Click the Up and Down buttons to specify the order in which to display the elements. Click Reset to set the elements back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, the selected elements are displayed in the lower left menu.
This tab configures the ability of Exact Synergy Enterprise to inform you of new events in your workflow.
Select this check box to check for new workflow.
Select this check box to check for new calendar events.
Select this check box to enable a message to be displayed as a pop-up when a new event occurs.
Select the preferred duration as to how long the message will be displayed.
Select the preferred sound to play when there are new events. You can preview the sound by clicking the icon next to your selection.
Select the preferred interval with which to check for new events.
Select this check box to display the request type IDs when selecting the request type to be created. By default, this is not selected. For more information, see New request menu.
Select this check box to have the timestamp automatically inserted at the Remarks field in a request every time a request is drafted, created, or saved. The timestamp contains the name of the person who type in a comment at the field, and the date and time the request is drafted, created, or saved.
Select the method to display the workflow notification pop-up. Select Total to show only the total number of unread workflow items in the popup, Details to show the list of all the unread workflow items or Details (Customise) to show the customised list of unread workflow items. This is customised in the Request types section.
Note: This field will be displayed only if the Alert: Workflow check box is selected.
Select this check box to be alerted of new workflow items periodically until they are read. The frequency of alert depends on what is selected at Refresh.
Note: This check box will be displayed when Details is selected at Type.
Note: This section is displayed only if Alert: Calendar is selected.
Select the preferred time to display a reminder prior to the start of an event. The reminder of the calendar is based on the time zone that is linked to the person. For example, if an appointment is scheduled at 10.00 am, the reminder will prompt the user at 9.50 am if 10 minutes is selected in this field (this is subject to the refresh time of the systems).
This section allows you to specify which request types to alert. Click Add to add a new request type to alert. Specify the priority level at the Priority column to display only requests that match the priority level. Select the Sound or Multiple check boxes to enable sound or to notify continuously respectively. Click to delete the customised notification for that request type. Click Update to ensure the request type is registered in the system.
Note: This section will be displayed when Details (Customise) is selected at Type.
This tab configures the way Exact Synergy Enterprise handles your documents.
Select the Close check box to enable this option. When this option is enabled and you click Draft in a document, your document will close. If this option is not enabled and you click Draft in a document, your document will change to the draft status but will still remain open.
Select the Layout check box to enable this option. Document layouts include design elements such as logos. This option determines whether the document layout should be ignored or not. When the option is not enabled, clicking Printable in a document will not include the design elements. When the option is enabled, clicking Printable in a document will include the design elements.
This tab configures the default settings for Synergy Office Integration. The settings defined here will supersede the settings defined in the Corporate (Office Integration) tab. If you are a new user and you did not change the settings in this tab, the setting defined in the Corporate (Office Integration) tab for the corresponding field will be used. However, if you are a new user and you save the settings below for the first time, the future settings will always refer to the settings below.
Click to select the document type to be used when saving incoming e-mails. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the document type to be used when saving outgoing e-mails. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Select this check box to get a notification message to save the email.
Click to select the default document type to be used when you Save a Microsoft Word document. Click Setup to display a page where you can set the default values to be used when you Save a Microsoft Word document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the address type to use in the event a mail merge is run. You can select either Visit, Postal, Delivery, Invoice, or a user-defined address. If no selection is made, Visit will be used as the default selection.
Click to select the default document type to be used when you Save a Microsoft Excel spreadsheet. Click Setup to display a page where you can set the default values to be used when you Save a Microsoft Excel spreadsheet. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the default document type to be used when you Save a Microsoft PowerPoint presentation. Click Setup to pop up a window where you can set the default values to be used when you Save a Microsoft PowerPoint presentation. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
This tab allows you to download the Exact Synergy app or use the QR code to log in to the app. In addition, you can define the SSRS report settings for the CRM app. Reports added to the respective sections will be available in the main menu and the Monitor section of account cards. This tab will not be available if you do not have any role assigned.
Click Start here to display the options to download the Exact Synergy app and log in to the app using the QR code. On the pop-up page, the following options are available:
Note: Your app has to be at least version 4.8 to be able to use the QR code feature.
You can click the Add button to select the reports to be available in the main menu of the CRM app. Reports that have been added will be displayed in the Report column. You can then modify the report or remove the report from displaying in the main menu.
You can click the Add button to select the reports to be available via the Monitor section of an account card. Reports that have been added will be displayed in the Report column. You can then modify the report or remove the report from displaying in the Monitor section of an account card.
This tab allows you to turn the notifications on or off for Social Collaboration. The notifications can be turned on or off for the following:
For more information, see Viewing timeline.
This tab configures the default settings of Synergy Office Integration for all users. This will be used in the event that nothing is defined for the corresponding fields in the Synergy Office Integration tab. All the functions in this tab are available to users with the Administrator role only.
This displays the version of the Synergy Office Integration functionality.
Click to select the document type to be used when saving incoming e-mails for all users. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the document type to be used when saving outgoing e-mails for all users. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the default document type to be used when users Save a document. Click Setup to display a page where users can set the default values to be used when users Save a document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Type the maximum number of XML pages that are allowed for download.
Click to select the default document type to be used when users Save a Microsoft Excel spreadsheet. Click Setup to display a page where users can set the default values to be used when users Save a Microsoft Excel spreadsheet. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Click to select the default document type to be used when users Save a Microsoft PowerPoint presentation. Click Setup to display a page where users can set the default values to be used when users Save a Microsoft PowerPoint presentation. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
This tab configures the pre-defined settings for all users. All the functions in this tab are available to users with the Administrator role only.
Select the pre-defined language that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Select the pre-defined date format that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Select 24h or 12h (AM/PM) to use the 24-hour or 12-hour clock format in Exact Synergy Enterprise for displaying and entering time for all users. Select the Mandatory check box to enforce this option on all users.
Select the pre-defined number format that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Select the pre-defined style that all the users should see. Select the Mandatory check box to enforce this option on all the users. When selected, the users will not be able to change this option.
Type a value in minutes to specify the minimum duration before every user's workspace is refreshed. This will replace the individual user's setting if it is longer than this.
Type a value in minutes to specify the minimum duration before checking every user's Workflow for new events. This will replace the individual user's setting if it is longer than this.
Select this check box to enable the type-ahead suggest feature. This feature allows a list of suggestions to be displayed below the input field when you type in an input field. This also applies to browser fields.
Note: If you have enabled this setting, the type-ahead suggest feature will be available for all browser fields except for Documents and Requests.
The Home section allows you to select the option to be displayed when the icon is clicked on the general navigation menu.
Select this option to display the last tab that has been viewed in the timeline.
Select this option to display the corporate page.
The option that has been selected at this field will result in the page of the selected option to be displayed when users log in to Exact Synergy Enterprise.
Select the Mandatory check box to enforce this option on all users.
Select this check box to display the notification when there is new product news. Select the Mandatory check box to enforce this option on all users. When selected, users will not be able to change this option.
This field displays the maximum size of the files that you can attach in Exact Synergy Enterprise.
Select this check box if you want to execute the scripting during the preview of the attachment in the post when you use Social collaboration. If you select this check box, an alert message is displayed when the script is executed.
Select the Layout check box to allow users to print documents using the layout defined. Select the Mandatory check box to disallow users from changing the settings defined.
This displays the current logo being used.
Specify the alternative text for the logo. This is used by the screen reader as part of the accessibility option.