| General |
General |
Exact Synergy Enterprise Supports Internet Explorer 8 |
Exact Synergy Enterprise has been tested on its compatibility to Internet Explorer 8. |
DocView.aspx?DocumentID={3c14602b-9089-44a1-a383-b212c521ce7d}&NoSubject=1&NoHeader=1 |
| General |
General |
Integrated Exact Synergy Enterprise Functions in Microsoft Outlook |
An Exact Synergy Enterprise toolbar has been introduced in Microsoft Outlook, providing you with a convenient way to access the Exact Synergy Enterprise functionalities from an application that is used extensively in many organizations. |
DocView.aspx?DocumentID=%7bca87e284-7ce5-44c8-8e5b-8da7f1bb28f0%7d&NoSubject=1&NoHeader=1 |
| General |
General |
Search Function Enhanced to Return Results Inclusive of Words with Diacritics |
With the enhanced search functionalities across modules, you can search for information with diacritics without the need to fill in the diacritics. You can search for “á” with “a”, “ö” with “o”, and others. This eliminates the need for you to use a special keyboard to enter the letters from different writing systems. |
DocView.aspx?DocumentID=%7bcead1bcd-517d-4c5e-9382-3067b6135db0%7d&NoHeader=1&NoSubject=1 |
| General |
General |
Support for Microsoft SQL Server 2008 |
Microsoft has released SQL Server 2008, which as stated by Microsoft (refers to Microsoft press release), provides powerful new capabilities such as the support for policy-based management, auditing, large-scale data warehousing, geospatial data, and advanced reporting and analysis services. Exact Synergy Enterprise supports the Microsoft SQL server 2008 as of this product update. |
DocView.aspx?DocumentID=%7bb5831bc2-592b-4ba5-a733-1a372bc41b49%7d&NoHeader=1&NoSubject=1 |
| General |
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. Exact Synergy Enterprise 241 now supports XML exchange with Exact Globe 393. |
DocView.aspx?DocumentID=%7beed32cf3-2e27-4b75-aa7a-980abc313b8b%7d&NoHeader=1&NoSubject=1 |
| General |
General |
Run Cost Efficient and Effective Marketing Campaigns with
Exact Synergy Campaigner |
Exact Synergy Campaigner is an integrated
solution that provides the ease of executing an effective and
cost-efficient marketing campaign. With this solution, you are
able to conduct targeted marketing interaction with your
database of customers and business partners. This lets you
utilize your current contacts in a more intelligent and
competitive way. The solution also allows you to:
- track the results of your marketing campaigns,
- trigger the correct actions by generating automatic
workflow actions across departments, thus bringing people
together effectively in customer interaction, and
- pursue sales leads that may materialize from the
marketing campaign.
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DocView.aspx?DocumentID={e9e7bea7-283f-465c-aabc-4f53559a703b}&NoHeader=1&NoSubject=1 |
| General |
Process |
Managing E-mails between Exact Synergy Enterprise and Microsoft Outlook |
The Synergy Office Integration allows you to work with Exact Synergy Enterprise in Microsoft Outlook. With the Save and Save as features in the ribbon, toolbars, and right-click context menu, it is possible to save the e-mails and the attachment(s) directly to Exact Synergy Enterprise as documents.
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DocView.aspx?DocumentID=%7b6f24d7e9-de84-4a42-a565-a4b894de39f8%7d&NoHeader=1&NoSubject=1 |
| General |
Process |
Reset Passwords Quickly with Automated Password Reset Function for Customers, Partners, and Suppliers |
An enhancement has been made to automate the resetting of password functionality. This is to provide you with another option and a faster way to reset your password. |
DocView.aspx?DocumentID=%7bf197de3e-1be5-42d7-8aa8-f177745253b7%7d&NoSubject=1&NoHeader=1
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| CRM |
General |
Five-Digit Telephone Extension Number Supported for Contact Persons and Resources |
The telephone extension field for resources or contact persons has been enhanced to accommodate companies using the five-digit telephone extension number. |
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| CRM |
General |
Simplifying Opportunity Management with Accounts and Items Filtering in Opportunity Cards |
An improvement has been made whereby you can use SQL queries to filter the selection of accounts and items in the opportunity cards. |
DocView.aspx?DocumentID=%7b669a2067-0dbf-4b36-98f0-efa1a473062f%7d&NoHeader=1&NoSubject=1 |
| CRM |
Process |
Searching for Accounts by Sub-Divisions |
An enhancement has been implemented to allow you to search for accounts by their sub-divisions. This provides an option for you to search for accounts easily based on the information on hand. |
DocView.aspx?DocumentID={cc7d2027-d8aa-4eb8-9e49-a81360206058}&NoHeader=1&NoSubject=1 |
| Documents |
General |
Euro Currency Sign Added to List of Symbols in Documents |
To facilitate communication and record keeping, the euro currency sign has been added to the list of symbols when creating and modifying documents, creating forums, and replying to posts in forums. |
DocView.aspx?DocumentID={8c213d5e-5376-4650-9d68-5380d4bea942}&NoHeader=1&NoSubject=1 |
| HRM |
Process |
Bank Accounts of Postbankaccounts Type with Account Numbers Above Seven Digits Cannot Be Saved |
In general, a Postbank account number has only seven digits. For the system to reflect accurate information, an improvement has been made when saving a bank account of the Postbankaccounts type. An error message will be prompted if you are attempting to save it with an account number that has more than seven digits. |
DocView.aspx?DocumentID=%7b0f694658-786a-437e-b012-b89dd4f11207%7d&NoHeader=1&NoSubject=1 |
| Payroll |
General |
Payroll Functionality Enhanced with PCB Table and Zakat Contributions (Malaysian Legislation) |
The payroll and tax calculation functionality for the Malaysian legislation has been enhanced to include the option to use the PCB table and manage the zakat contribution in payroll components. |
DocView.aspx?DocumentID=%7b2346243e-1767-4c5c-940e-6b35195f2fd8%7d&NoSubject=1&NoHeader=1 |
| System |
Process |
Option to Select Collations to Support Different Writing Systems when Creating Databases |
Depending on your usage and the country that you are in, you may need to use a certain collation for the database to support different writing systems. An enhancement has been made to provide you the flexibility to select the collation for the database. |
DocView.aspx?DocumentID=%7b03407b38-e02f-4526-984f-aac1f5e6f9a8%7d&NoSubject=1&NoHeader=1 |
| Workflow |
General |
Easy Access with New Interfaces when Setting Up, Creating, and Deleting Request Types and Requests |
Creating a request is one of the most frequently used functions in Exact Synergy Enterprise. In order to improve work efficiency and provide an ease in initiating workflow requests, the user interfaces when setting up, creating, and deleting request types and requests have been modified. |
DocView.aspx?DocumentID=%7bcdd7ec24-a77a-4e98-a356-e6f1f7e760c8%7d&NoSubject=1&NoHeader=1 |
| Workflow |
General |
Removal of E-mail Icon from Request Creation Page |
In this enhancement, the e-mail icon is removed from the request creation page as it is not allowed to send e-mail for a request before it is created. |
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| Workflow |
General |
Updated Requests are Automatically Indicated as Unread |
To make the handling of workflow easier, requests that are read will automatically be marked as unread whenever updates are made to the requests. This provides a clear indication to the participants when new information or details have been added to the requests. |
DocView.aspx?DocumentID=%7be43c4a02-152b-44e6-99ea-ef2524324292%7d&NoHeader=1&NoSubject=1 |
| Workflow |
Process |
Exact Match for Account Retrieved Based on Defined Code |
To speed up the retrieval of information, the code of the account will be searched using the "equals to" operator type, whereby the account with the exact code filled in will be retrieved. |
DocView.aspx?DocumentID=%7b32ae6371-99ae-4800-98e7-ff8535ef3ab8%7d&NoHeader=1&NoSubject=1 |
| XML |
Process |
Clearer XML Validation Message Avoids Misinterpretation |
In this enhancement, the validation message has been adjusted to provide a clearer and better understanding when the elements of the XML data cannot be imported to Exact Synergy Enterprise. |
DocView.aspx?DocumentID={69a54568-3f25-41aa-b991-01ab2cd0f30d}&NoHeader=1&NoSubject=1 |
| XML |
Process |
Supports for Importing of Employee Data from Orisoft UnifiedHCMS Software |
A dedicated tool in Orisoft UnifiedHCMS can export new and updated employee data in the XML format compliant with the XML schema of Exact Synergy Enterprise. This facilitates the integration as the employee data from Orisoft UnifiedHCMS can be imported directly into Exact Synergy Enterprise with the available XML import functionality. |
DocView.aspx?DocumentID={9aeaafaa-e276-4cf5-b3fd-88e201af53f7}&NoHeader=1&NoSubject=1 |
| General |
General |
Synergy Office Integration Provides Better Working Ties with Microsoft Office |
With Synergy Office Integration, you can use Microsoft Outlook to access Exact Synergy Enterprise. With this, you can access your workflow, planning, and other Exact Synergy Enterprise operations from Microsoft Outlook. Other features that utilize the Microsoft Office ribbon and quick access toolbars provide a close integration with Microsoft Office. This will offer you a better working experience with the software that you are already familiar with. |
DocView.aspx?DocumentID=%7ba2b4afc3-a23a-4d0b-a0ec-8aaa3d0a309d%7d&NoSubject=1&NoHeader=1 |
| Documents |
Process |
Improved Process in Managing Documents Using Office Add-in |
The improvements to Office Add-in help to make it more efficient when managing documents such as when opening and saving documents, and the convention for naming files when a document is saved. |
DocView.aspx?DocumentID=%7b5326b409-7328-48c4-a1e6-c9d9a400f76e%7d&NoSubject=1&NoHeader=1 |
| System |
General |
New Web Services Entities Enabled to Facilitate Better Integration |
New web services, namely Contact person, Contracts, Opportunities, Financial transactions, and Attachments entities have been enabled to facilitate better integration and data exchange. |
DocView.aspx?DocumentID=%7b75374a43-c3dd-4a28-af1e-afcaa163a145%7d&NoSubject=1&NoHeader=1 |
| Changes in past releases |
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The release notes listed in this tab are changes made to specific releases after general availability. |
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| Changes in past releases |
General |
Release 230: Increased in Number of Characters Supported for Remark Fields in Competency, Performance, and Target Agreement Profiles |
To allow you the possibility to fill in a more detailed description of the resources you are reviewing, the number of characters that a competence, attribute, or target (that is linked only to a field type with type defined as Remark) can support has been increased from 100 to 8000 characters. |
DocView.aspx?DocumentID={035b81a6-65a1-4f10-a695-854cbecfa9b1}&NoSubject=1&NoHeader=1 |
| Changes in past releases |
General |
Release 230: Printing Competency, Performance Review, and Target Agreement Profiles |
An icon is available to quickly print competency, performance reviews and target agreement profiles. |
DocView.aspx?DocumentID={4e41fc7d-109a-4866-be74-142feb3f916b}&NoSubject=1&NoHeader=1 |
| Changes in past releases |
General |
Product Update 240: Exporting Payroll Components, Data, and Entries to Exact Globe |
If you are using the advanced work schedules in Exact Synergy Enterprise, you can now export the payroll components, payroll data, and payroll entries to Exact Globe. This allows you to easily exchange data between the two software products and have your payroll system running more efficiently. |
DocView.aspx?DocumentID=%7b0032147d-86d6-4c8a-85f5-8a700a78ecd3%7d&NoHeader=1&NoSubject=1 |
| Changes in past releases |
Process |
Release 230: Displaying Profiles and Ratings when Status of Profiles is Final |
Users with the relevant rights are able to view the ratings of the profile only when it reaches the final stage. |
DocView.aspx?DocumentID={3a65c4a2-79f4-4d9c-b123-4b3c28c015e9}&NoSubject=1&NoHeader=1 |
| Changes in past releases |
Process |
Release 230: Enterprise Search in Document Lists |
The Enterprise Search is available when searching in document lists. |
DocView.aspx?DocumentID={d3ae1e21-8ea2-4ab4-8cee-e8f0cb0a66fd}&NoHeader=1&NoSubject=1 |
| Changes in past releases |
Process |
Release 230: Searching for Opportunities Based on Modified Date |
A new search criterion is available when searching for opportunities. It is now possible to search for opportunities based on its modified date. |
DocView.aspx?DocumentID=%7b3201e218-7cc8-4703-97a8-4fa5a8dc9de6%7d&NoHeader=1&NoSubject=1 |
| Changes in past releases |
Process |
Product Update 240: Added Opportunity Field in Microsoft Office Add-in |
Apart from being able to record the opportunity that is tied to an email or document in Exact Synergy Enterprise, you can now record this information in Office Add-in via a new field. |
DocView.aspx?DocumentID={d2b18169-1568-4080-8700-f053ddcf3f51}&NoSubject=1&NoHeader=1 |
| Changes in past releases |
Report |
Release 230: Sales Pipeline Management with Sales Forecast Report Based on Opportunities |
A new sales forecast report based on opportunities is implemented. This report provides you with the overview of the opportunities relevant to a specific sales cycle. You can further drill down to display the status of each opportunity, group the opportunity by subsidiaries, sales staff, and others. This report will be useful in managing your sales pipeline. |
DocView.aspx?DocumentID={d7fa4558-71f9-46c6-bd87-c087cc065a9c}&NoSubject=1&NoHeader=1 |
| Changes in past releases |
General |
Release 230: Free Fields Improve Flexibility in Gathering Contract Details |
New customizable contract free fields are added to provide you with more options and flexibility in managing the additional information of contracts. |
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