| General |
General |
Additional Configuration Data Added to the Templating Tool |
Due to the high usage of the templating tool, additional configuration data has been added to the tool that allows you to export and import configuration data for Customer Relationship Management and opportunity management data. |
DocView.aspx?DocumentID={89745cf7-6221-4f0f-8154-b9a6094bb314}&NoSubject=1&NoHeader=1 |
| General |
General |
Additional Mail Merge Tags Added in Synergy Office Integration and Synergy Office Add-in |
Additional mail merge tags are added in Synergy Office Integration and Synergy Office Add-in. This facilitates the ease in creating personalized printouts, e-mails, or documents by using the mail merge functionality. |
DocView.aspx?DocumentID={794a2556-c7fa-453d-8a83-4bb8c5c7a72a}&NoSubject=1&NoHeader=1 |
| General |
General |
Exact Integrator: Real Time Integration between Exact Globe and Exact Synergy Enterprise |
Exact Integrator is developed to allow the possibility to copy the data that has been entered in Exact Globe over to Exact Synergy Enterprise or vice versa in a real time manner (with respect to the network and processor performance). |
DocView.aspx?DocumentID={eb43157f-5f19-4dd1-ac3a-afb8b43e5269}&NoSubject=1&NoHeader=1 |
| General |
General |
Exact Synergy Enterprise Supports Microsoft Windows 7 |
In keeping up with the technology and ensuring that you continue to enjoy the benefits of this operating system, Exact Synergy Enterprise supports Windows 7. |
DocView.aspx?DocumentID=%7b0925d08b-32d1-4941-9bb7-39a26b2b92df%7d&NoSubject=1&NoHeader=1 |
| General |
General |
Google Search Engine No Longer Available for Selection in Dashboard Catalog |
In this implementation, it is no longer possible to add the Google search engine to your Exact Synergy Enterprise homepage. This is due to the fact that Google has stopped the provision of the necessary application programming interface (API) that allows interaction between Exact Synergy Enterprise and Google Search. |
DocView.aspx?DocumentID={e11adec3-c5c4-40c0-ae96-6fe1e0d0ecab}&NoSubject=1&NoHeader=1 |
| General |
General |
Mobile Synergy: An Introduction |
Mobile Synergy is introduced to provide a bridge for you to access important information available in the Exact Synergy Enterprise application via all modern smart phones, iPhones, and mobile phones that are manufactured in the last 18 months. |
DocView.aspx?DocumentID=%7bc6b744a8-0324-4a4d-8349-6a3510fff30f%7d&NoSubject=1&NoHeader=1 |
| Customers |
General |
Ability to Customize Contact Card |
Users can customize the layout of the contact card for suppliers, customers, and others whereby they can select the information to be displayed on the contact card. This enables users to show and arrange the information that they find relevant on the contact card according to their preferences. With this feature, users are also able to personalize the contact card to include frequently accessed information. By customizing the contact card, it is easier and faster for users to access information. |
DocView.aspx?DocumentID=%7b1334cdac-5e4c-4c62-b27e-7f8a31733f5f%7d&&noheader=1&nosubject=1 |
| Customers |
General |
Business Users Able to Participate in Requests and Obtain Overviews of Requests Linked to Customers |
In this implementation, you can assign roles to Business users. With the assigned roles, a Business user can perform the following activities:
- Participate in various steps in the process flow of a request. You can conveniently assign the role for each step to a group of people with a certain role instead of individuals.
- Edit documents with the required role for editing. To ensure that the users can still edit the documents without the required role, you can assign the ownership of a document to a Business user.
The viewing rights of Business users to requests via account cards are determined by the security levels assigned to the users only. As a result, Business users like account managers will be able to obtain an overview of all requests linked to the accounts that they manage. |
DocView.aspx?DocumentID={1c85e605-e957-4b1a-baf7-c8f3ee0ac86c}&NoSubject=1&NoHeader=1 |
| Customers |
General |
Displaying Standard Prices of Contracts when Viewing Contract Cards from Customer Portal |
An improvement is done, whereby customers who are viewing their contracts via the customer portal will be able to see the actual sales prices that they are paying or have paid for the items in the contracts. |
DocView.aspx?DocumentID={1f2524c1-c83b-4756-bfda-5d0e6f61e432}&NoSubject=1&NoHeader=1 |
| Customers |
Process |
Importing Accounts with Multiple Contacts via Accounts Import Wizard |
An improvement has been made to the Accounts Import Wizard, allowing you to import an account with more than one contact person to the system. This saves time in going through the whole import process multiple times for accounts with multiple contact persons. |
DocView.aspx?DocumentID={6d07aeda-0740-4ce8-8def-5496d5208763}&NoSubject=1&NoHeader=1 |
| Customers |
Process |
Option to Add, Edit, or Delete External Reference from Customer and Reseller Portals |
In this enhancement, customers or resellers are able to add, edit, or delete their own external references information from the customer or reseller portal respectively. |
DocView.aspx?DocumentID={c1534f09-c40e-4b65-800f-65a514a6b273}&NoSubject=1&NoHeader=1 |
| Customers |
Process |
Templates with dotx Extensions Supported for Mail Merge Functionality |
Templates with .dotx extensions are now supported for the mail merge functionality. This provides you with more options when saving your mail merge templates. |
DocView.aspx?DocumentID={771e8999-0c0c-40ed-aa75-83c9fe68c3bd}&NoSubject=1&NoHeader=1 |
| Customers |
Process |
Understanding Why You Lost Your Deals |
Managing your opportunities is now easier with the improved functionality. With this improvement, an opportunity will not be set to the Lost status when a request generated for a sales cycle of the opportunity is rejected. You can now set your opportunity to the Lost status as well as reopen a lost opportunity via the opportunity card. |
DocView.aspx?DocumentID=%7b38009107-8751-4341-85f3-b6efa397095e%7d&NoSubject=1&NoHeader=1 |
| Customers |
Process |
VAT Number Field Available for All Account Types |
The tax number is an unique identification number provided by the tax authority to the company for tax reporting purposes. You can now enter the tax number for all account types when creating or editing accounts. |
DocView.aspx?DocumentID=%7b06da1392-63ef-41ef-bd92-9ebebef5acfe%7d&NoSubject=1&NoHeader=1 |
| Customers |
Reports |
Easy Access to Back Office Reports from Account Card |
In this enhancement, you can enable access to back office reports pertaining to your account’s quotations, sales invoice, and sales orders from your account card with ease. |
DocView.aspx?DocumentID={135254fd-c3a1-454e-b6f3-78083e656682}&NoSubject=1&NoHeader=1 |
| Customers |
Reports |
Optional for Business Users to Define Reseller Information when Generating Pivot Analysis for Accounts |
You can generate a pivot analysis for accounts by defining various information, such as the reseller in charge of the required accounts. In this implementation, it is optional for Business users to define the reseller information. This feature will provide convenience to Business users when generating the report. Customers |
DocView.aspx?DocumentID={70b03797-857b-48aa-911b-fa994add1061}&NoSubject=1&NoHeader=1 |
| Customers |
Reports |
Thorough Checking in Accounts Search Functionality for Enhanced Security |
The accounts search function will incorporate a checking that is based on the advanced customization settings for the edit mode of an account card. With this improvement, the security is enhanced as it prevents users without the relevant rights from viewing certain information. |
DocView.aspx?DocumentID={6e0bafe2-f4fd-486f-ab5f-295e6d1dffe4}&NoSubject=1&NoHeader=1 |
| Customers |
Settings |
New Function Right to Edit Opportunity Card |
In this update, we have introduced a new role called "Sales Manager". People with this role will be able to edit opportunity cards. The opportunity cards they can edit are based on the level of the role. This edit functionality can be extended to other roles as well, by adding function right 739 – Allows to edit Opportunity cards, to these roles. The opportunity card can also be edited by the manager of an opportunity owner. |
DocView.aspx?DocumentID={35a58eb2-db1e-4de4-9e92-4bcc70213a7f}&NoSubject=1&NoHeader=1 |
| HRM |
General |
Additional Columns in HRM Search Screen Can Be Sorted |
You can now sort various columns such as city, country, division, and other columns in the people search screen. |
DocView.aspx?DocumentID={0d569baa-7618-4d23-9c31-bc3b7ba0e8ee}&NoSubject=1&NoHeader=1 |
| HRM |
Process |
Ability to Reject Vacancies with Filled Positions |
A vacancy can have many child vacancies or employments. This enhancement allows you to reject the vacancy even if one of the positions has been filled. |
DocView.aspx?DocumentID={c987bd5f-0e68-4223-819c-3861ecd00fe9}&NoSubject=1&NoHeader=1 |
| HRM |
Reports |
Option to Display Absence Balances in Hours |
Absence planning has been improved to provide absence balances in hours. This will benefit the employer in terms of resource allocation and the employee in terms of number of hours deducted for their absence instead of in days. |
DocView.aspx?DocumentID={a77caa6c-3275-446a-9187-a76d36462e1f}&NoSubject=1&NoHeader=1 |
| HRM |
Reports |
Option to Generate 4-Weekly Absence and Cost Analysis Reports |
In this enhancement, a 4-weekly layout has been introduced to the absence and cost analysis report functionality. |
DocView.aspx?DocumentID={ce98693a-bdc0-4544-a60e-ea8b00accf91}&NoSubject=1&NoHeader=1 |
| HRM |
Settings |
New Absence Entitlement Calculations Introduced |
In this enhancement, two entitlement calculation methods based on working days have been introduced. The additional calculation methods provide flexibility in the entitlement calculation and meet the statutory requirements. |
DocView.aspx?DocumentID={61ed23ba-a34f-4905-ae0f-7a1549e5b8ef}&NoSubject=1&NoHeader=1 |
| Logistics |
Reports |
New Button in Items Account Screen Removed |
In the Items Account screen, the New button located beside Account at the Account section header has been removed. |
DocView.aspx?DocumentID={c6835f28-a0cf-4c9c-b6f7-637c60c13917}&NoSubject=1&NoHeader=1 |
| Project |
General |
Administering Your Projects Smoothly with Time & Billing Solution |
The Time and Billing solution is designed specifically to provide project-driven organizations with basic means of control on their projects. Integrated with Exact Synergy Enterprise, this solution covers processes such as planning, hour entry, and invoicing. |
DocView.aspx?DocumentID=%7bb09be7bf-9342-43ee-b444-89d5613874ea%7d&NoSubject=1&NoHeader=1 |
| Project |
General |
Customization of Project Card Supported |
You can define how your project cards will look like in the new, view, and edit modes. It is possible to select which fields should be visible to whom and which fields are mandatory. |
DocView.aspx?DocumentID={cd6748d5-1390-4a5e-9d63-35468586b159}&NoSubject=1&NoHeader=1 |
| System |
General |
Assigning Employee Self Service Users with a Role |
In the latest implementation, employees who are assigned the Employee self service user license type can now participate in workflow routing. Not only that, they will also be given the flexibility to access the hour entry and reporting services applications. To support the changes, it is now possible to add roles to employees who are assigned the Employee self service user license type. |
DocView.aspx?DocumentID=%7be5b93e20-81c8-4f19-a830-3b79de110817%7d&NoSubject=1&NoHeader=1 |
| System |
General |
Combination of Exact Synergy Enterprise and Exact Globe Supported for XML Replication |
XML replication is used to exchange data between Exact Globe and Exact Synergy Enterprise. Different versions of Exact Synergy Enterprise support XML exchange with different versions of Exact Globe. |
DocView.aspx?DocumentID=%7b15043557-d093-4972-8ee3-37d29ee8861e%7d&NoSubject=1&NoHeader=1 |
| System |
General |
New Menu Entries to Facilitate Integration of Exact Synergy Enterprise with Microsoft Reporting Services |
The latest implementation sees a useful integration between Exact Synergy Enterprise and Microsoft Reporting Services, a server-based reporting solution. With this integration, you are able to access the reports and create reports via Exact Synergy Enterprise and organize your report files in a structured manner. |
DocView.aspx?DocumentID={a9c21ce3-820b-4fdb-9db0-d8bcda247256}&NoSubject=1&NoHeader=1 |
| System |
General |
New Function to Check Roles and Rights Using Web Service |
In this product update, a function is implemented to enable the checking of roles and rights in Exact Synergy Enterprise using web service. With this function, you can build client applications and use the web service to check if users have the appropriate roles or function rights in Exact Synergy Enterprise. |
DocView.aspx?DocumentID={3a34aed5-874a-4aae-ac7f-c66bf5f807e1}&NoSubject=1&NoHeader=1 |
| System |
General |
New Function Right to Edit Opportunity Card |
In this update, we have introduced a new role called "Sales Manager". People with this role will be able to edit opportunity cards. The opportunity cards they can edit are based on the level of the role. This edit functionality can be extended to other roles as well, by adding function right 739 – Allows to edit Opportunity cards, to these roles. |
DocView.aspx?Action=View&DocumentID={35a58eb2-db1e-4de4-9e92-4bcc70213a7f}&NoSubject=1&NoHeader=1 |
| System |
Settings |
Additional Web Services Entities Enabled to Facilitate Better Integration |
On top of previously added entities, new entities have been added to facilitate better integration and data exchange. |
DocView.aspx?DocumentID=%7b93507338-4d36-4ece-b6b6-7f62f0732e09%7d&NoSubject=1&NoHeader=1 |
| Workflow |
General |
Total Number of Unread Requests Displayed in Microsoft Outlook |
In Exact Synergy Enterprise, you have the option to enable the setting that alerts you on the total number of unread requests. If you enable the setting in this implementation and when you integrate Exact Synergy Enterprise with Microsoft Office 2007 via Synergy Office Integration (SOI), the total number of unread requests will also be displayed at the Outlook toolbar. The latest number will be displayed once you log on to SOI via Outlook and when you manually send or receive e-mails via Outlook, as well as when the workflow function is automatically refreshed at each defined time interval. This feature provides convenience to users for giving instant updates besides giving a consistent feel when accessing the same function within Exact Synergy Enterprise. |
DocView.aspx?DocumentID={0e4f98ad-75e6-4fdc-8b53-8384351e6d7b}&NoSubject=1&NoHeader=1 |
| Workflow |
Process |
Ability to Rename and Customize Request Types Actions and Status to Suit Your Business Needs |
In this update, we have given the freedom to system administrators to rename/edit and customize various types of request. For example, if your business is in construction, then you can rename and customize the request type actions and status based on your business needs. You can also decide which actions should be visible to whom. With this beneficial feature, you can work at ease with familiar terminology used in your business. |
DocView.aspx?DocumentID=%7bbc6b9b9a-acd7-44dc-ac94-5a554068a22a%7d&noheader=1&nosubject=1 |
| Workflow |
Process |
Ability to Add Timestamp to Remarks: Requests and Remarks: Workflow Columns for Multiple Requests |
You can add timestamp to the Remarks: Request and Remarks: Workflow columns when creating multiple requests. |
DocView.aspx?DocumentID={a3d3ecb5-f438-4b21-aa62-ff6551ef581d}&NoSubject=1&NoHeader=1 |
| Workflow |
Process |
Adding Custom Fields in Requests with SDK Solution |
With some improvements to the SDK functionality, you can now extend request types by adding custom fields to your requests. This allows you the flexibility to add more fields if required. |
DocView.aspx?DocumentID=%7b01009257-5a89-4d7a-ba00-39e6eec4b940%7d&NoSubject=1&NoHeader=1 |
| Workflow |
Process |
Default Security Level for Copied Requests |
You can define the default security level for a request and prevent the information from being edited at the corresponding request type customization screen. In this implementation, whenever you create a request by copying from an existing request, the default security level will be displayed in the new request and the information cannot be edited. This feature is crucial to ensure that the fixed security level for requests remains unchanged. |
DocView.aspx?DocumentID={d9e704ec-a805-4dbf-be65-31b40bf4efa9}&NoSubject=1&NoHeader=1 |
| Workflow |
Process |
Easy Tracking of Requests with Pending Remarks |
With this enhancement, you can easily view requests that you have remarked to other people. This allows you to keep track of requests that are still pending for remarks from other people and give gentle reminders to the respective person if required. |
DocView.aspx?DocumentID={e807b3dc-00bc-4aa1-bca7-aaec68e1e0f1}&NoSubject=1&NoHeader=1 |
| Workflow |
Process |
Notification of Change Available in Workflow |
In this enhancement, an extended functionality has been added for all users with access to the request. This new function gives users full control of created requests when subscribed to the notification functionality. |
DocView.aspx?DocumentID={ccaad88f-1d39-4575-a494-7eaacd3f4b4f}&NoSubject=1&NoHeader=1 |
| Workflow |
Settings |
Type and Status of Not Validated Accounts can be Changed in Requests |
The status and type of the not validated account can be changed depending on the settings for the request. |
DocView.aspx?DocumentID={2ebd7bc9-b5d0-48c2-9873-f57f4c880670}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
|
|
The release notes listed in this tab are changes made to specific releases after general availability. |
|
| Updates to past releases |
General |
Product Update 242: Creating Mail Merge Templates Using Synergy Office Integration and Office Add-in Allowed For Users Without Rights |
With Microsoft Word being a widely used product, an improvement is made whereby rights is not required if you want to create mail merge templates in Microsoft Word. This improvement provides convenience for all your employees to use the mail merge functionality via Microsoft Word to send letters to multiple recipients. |
DocView.aspx?DocumentID={6139fb12-85cd-4a7d-b95f-57604419eede}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
General |
Product Update 242: Instant Visibility of Information in Competency, Performance Review, and Target Agreement Profiles |
Improvements have been made to the competency, performance review, and target agreement profiles to provide you with full display of information when viewing the remarks filled in the profiles. With this, you will have instant visibility of the required information. |
DocView.aspx?DocumentID={ba0066e7-edf6-4858-9fd4-5f4dde0513b9}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
General |
Product Update 242: Viewing and Accessing Document Attachments Easily with Consistent Screen Layout |
With the capacity to attach numerous files to a single document, a consistent way of managing the document and the linked attachments is necessary for quick access and easy retrieval of data. In line with this implementation, all the document attachments will be presented in a separate section when viewing the documents. |
DocView.aspx?DocumentID={e8e15040-3fbe-4c41-92df-87617dfc3d2b}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
General |
Product Update 242: Viewing and Editing of Resource and Project Specific Documents Allowed For Users with Rights |
In order to ensure that only the intended resources can view and modify specific documents, an improvement has been made. With this, you are allowed to view and edit documents with security levels 100 — Resource (specific) or 101 — Project (specific) as long as you are given the viewing and editing rights respectively. |
DocView.aspx?DocumentID={dad25789-cf69-4c42-92d5-814c046fdc55}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
Reports |
Product Update 242: Display Reports on Closing Entries in Financial Statements |
In this enhancement, the closing entries functionality has been introduced to provide reports that reflect closing entries, which aids in keeping the accounts reconciled. |
DocView.aspx?DocumentID={e00af696-e611-483c-b9ba-00dc682a4e17}&NoSubject=1&NoHeader=1 |
| Updates to past releases |
General |
Product Update 242: Additional Mail Merge Tags Added in Exact Synergy Enterprise |
Additional mail merge tags are added in Exact Synergy Enterprise. This facilitates the ease in creating personalized printouts, e-mails, or documents by using the mail merge functionality. |
DocView.aspx?DocumentID=%7badb10463-0012-49f7-ac91-92a82746d314%7d&NoHeader=1&NoSubject=1 |