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Exact Synergy Enterprise - Product Update 263 Summary

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Exact Synergy Enterprise 263 13
     
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Module Segment Title Summary Hyperlink
CRM D&B report services Web address changed for D&B report services In this product update, the Web address field under the D&B: Report services section on the Accounts: Settings page that stores the URL services used by Exact Synergy Enterprise to connect to D&B has been set to https://toolkit-api.dnb.com/access/scripts. DocView.aspx?DocumentID={48975bff-04a3-4925-bbb3-5e276a56108e}&NoHeader=1&NoSubject=1
CRM General VAT number in account card for NL accounts validated based on Mod97 The VAT number for the self-employed entities in the account card for the NL accounts will be validated based on Mod97. DocView.aspx?DocumentID=%7b3b206fb0-ec9c-4b39-ac73-b9dca63136e8%7d&NoHeader=1&NoSubject=1
ELIS General KeyLookUp data can be imported and exported between ELIS databases From this product update onwards, the KeyLookUp data can now be imported and exported between the Exact Lightweight Integration Server (ELIS) databases. This functionality can be used in the case that the Exact Globe Next (EGN) and Exact Synergy Enterprise (ESE) databases are copied from a production environment to a test environment. DocView.aspx?DocumentID={df399b51-d112-4247-b38d-fd92d8cc636a}&NoHeader=1&NoSubject=1
Exact Payroll Plus General Payroll Plus employee role can be assigned to the Basic user In this product update, the Payroll Plus employee role can be assigned to the Basic user role if the Exact Synergy Enterprise license contains Payroll Plus employee (license YA1742). DocView.aspx?DocumentID={2c696c36-316d-4398-b528-ea91d38903be}&NoHeader=1&NoSubject=1
Exact Payroll Plus General Inactive employee status can be synchronized to Exact Payroll Plus In this product update, you can synchronize the status of an employee from Exact Synergy Enterprise to Exact Payroll Plus if the status of the employee in Exact Synergy Enterprise is “Inactive”. DocView.aspx?DocumentID={fdb669e9-edf8-478a-b9b4-a0eda8524ddf}&NoHeader=1&NoSubject=1
Exact Payroll Plus General Improved integration with Exact Payroll Plus (Dutch legislation) Some technical changes have been made in the different Exact components to improve the integration with Exact Payroll Plus. DocView.aspx?DocumentID={29987f43-3c7b-4dd3-9ed8-73cd28ea9e4c}&NoHeader=1&NoSubject=1
Exact Payroll Plus ELIS Improved integration with Exact Payroll Plus (Dutch legislation) We have made some technical changes in the different Exact components to improve the integration with Exact Payroll Plus. DocView.aspx?DocumentID={2a9b05cf-5f14-462d-b4f0-3a0e15a32962}&NoSubject=1&NoHeader=1
Financial General Payment reference information extended for financial bank entries To ensure that the transactions between Exact Synergy Enterprise (ESE) and Exact Globe Next (EGN) are successful, the length of the payment reference for the financial bank entries has been extended to 35 characters. DocView.aspx?DocumentID={015908da-db56-40d2-9804-5fc0c13342b5}&NoHeader=1&NoSubject=1
General User interface Layout in monitor section improved In this product update, the layout for the Monitor section on the following cards has been enhanced for easier navigation. DocView.aspx?DocumentID={10e46c7a-1106-4081-82dc-8c6909bccf68}&NoHeader=1&NoSubject=1
General User interface Selection for entity search enhanced The selection for the search of entities has been enhanced whereby you can now opt to select or clear the types of entities to search. DocView.aspx?DocumentID={e987c290-bfb0-485d-a94a-8237363d6fba}&NoHeader=1&NoSubject=1
General User interface Whitelist for websites available for Embed widget HTML or javascript codes that you have embedded on the Embed widget can now be displayed even if the Allow scripting check box is not selected. DocView.aspx?DocumentID={936b8f0b-ec69-45fb-8510-a6f26a6d151e}&NoHeader=1&NoSubject=1
General User interface Enhancements to project cards Further enhancements to the project card have been introduced. DocView.aspx?DocumentID={f92e0e66-a4f1-463c-ab5d-26253cef0154}&NoHeader=1&NoSubject=1
General User interface Configurator module icon supports standard image format The configurator module icon now supports the standard image format. In addition, the module icons on the left panel in Exact Synergy Enterprise will be displayed in the selected theme color. DocView.aspx?DocumentID={e4b1c902-6297-4731-884c-a196754aae0f} &NoHeader=1&NoSubject=1
General Workspace Icons in workspace and widgets changed to external Scalable Vector Graphics (SVG) In this product update, all the icons in the workspace and widgets will be changed to external Scalable Vector Graphics (SVG) files. DocView.aspx?DocumentID={8bf2e6c9-89a5-47d9-8251-fe4ddb845856} &NoHeader=1&NoSubject=1
General Instant search Ability to search multiple entities in instant search widget In this product update, the Criteria field has been added on the Add: Instant search page. DocView.aspx?DocumentID={e45108ee-084d-47b0-952a-36debfe78a86} &NoHeader=1&NoSubject=1
General Instant search Instant search widget performance improved In this product update, the instant search widget will be using the latest search all Application Programming Interface (API) that supports pagination and will optimize the performance. DocView.aspx?DocumentID={b26a7318-28df-4572-9d32-6d82782ac406} &NoHeader=1&NoSubject=1
Mobile General Release notes mobile solutions Exact developed several apps that are characterized by an intuitive interface which is not only user-friendly, but also beautifully designed. The apps are available for Android, iOS and Windows. For more information on the applications, refer to the release notes. DocView.aspx?DocumentID=%7bbdf83160-7438-4994-813b-33b5e183c6a9%7d&NoHeader=1&NoSubject=1
Projects Professional services automation Submission of second week timesheet request in a week supported You can now submit week timesheets for a week that consists of the end of a month and the beginning of the next month. With this, some enhancements have been introduced. DocView.aspx?DocumentID={3ae9625f-9b84-4898-b321-ea1ff0cbe14f}&NoHeader=1&NoSubject=1
Projects General Checking performed on End date button In this product update, the End date button on the Project rates page will be visible based on the following scenarios. DocView.aspx?DocumentID={77e5284e-3406-4eff-a445-fff3fd106bac}&NoHeader=1&NoSubject=1
Projects User interface User interface of Project planning page enhanced The user interface for the Project planning page has been enhanced to allow for planning to be done in a more efficient manner. DocView.aspx?DocumentID={65124a10-5eeb-4d16-8a20-6d4991435ad8}&NoHeader=1&NoSubject=1
Projects User interface Project cards can be customized for personal view The project cards can now be customized by everyone who has the access to view them, even if they are not the project members. DocView.aspx?DocumentID={f411e242-a4d7-4ec7-a874-267a4884e126}&NoHeader=1&NoSubject=1
Projects User interface Created by and modified by icon has been introduced in project, account, and opportunity cards The Created by and modified by icon (created by and modified by information) in the project, account, and opportunity cards has been introduced. DocView.aspx?DocumentID=%7b917f55f9-531b-4f31-90f4-7258d3b388b8%7d&NoHeader=1&NoSubject=1
Projects User interface Created by and modified by icon has been introduced in project, account, and opportunity cards The  icon (created by and modified by information) in the project, account, and opportunity cards has been introduced. DocView.aspx?DocumentID=%7b917f55f9-531b-4f31-90f4-7258d3b388b8%7d&NoHeader=1&NoSubject=1
Service management General Dispatch board schedule view page displayed upon clicking Dispatch board button on service activity page In this product update, if the Dispatch board button on the service activity page is clicked (for single and multiple service requests), the Dispatch board schedule view page will be displayed. DocView.aspx?DocumentID={d615d1e6-297c-4111-bc60-975cca488dc5}&NoHeader=1&NoSubject=1
Service management General Error message displayed for service engineer without warehouse rights In this product update, enhancements have been made to the service activity material planning section whereby the person that is linked to the material line will be validated against the rights to the warehouse once the material line reference has been created in Exact Synergy Enterprise and Exact Globe Next. DocView.aspx?DocumentID={55eab054-273b-4274-9278-a0d8abc3abaa}&NoHeader=1&NoSubject=1
Service management General Service configuration automatically selected for single service request The service configuration will be automatically selected if the account only has one service configuration, and the Hours required and Hour items fields have been defined under the Defaults: Hour planning section on the Service: Activity types page. DocView.aspx?DocumentID={50148e03-9a04-4f6b-a570-8f70e6a71f0a}&NoHeader=1&NoSubject=1
Service management Contracts Expired service agreements not requiring invoicing will be displayed in Expired agreements section In this product update, the following changes have been made to the service contracts. DocView.aspx?DocumentID={d7f34a3e-e26a-4bbc-9f3e-fb01e4c42050}&NoHeader=1&NoSubject=1
System User interface Pivot analysis can be exported to Microsoft Excel format and tile resize available for Pivot analysis widget The Pivot analysis widget has been improved. DocView.aspx?DocumentID={27627aa0-1a45-46d2-aa6f-31b11786310e}&NoHeader=1&NoSubject=1
System User interface Document preview window resized for widgets The height of the document preview window has been increased for the following widgets, from which the Synergy documents can be displayed. DocView.aspx?DocumentID={95c35ab1-1687-4e8f-81cb-146ec2a9a515}&NoHeader=1&NoSubject=1
System General Microsoft Office 2019 and Exchange Server 2019 supported The 32-bit and 64-bit versions of Microsoft Office 2019, as well as Exchange Server 2019, are now supported in Exact Synergy Enterprise (ESE), Exact Exchange Migration Tool, and Exact Lightweight Integration Server (ELIS). DocView.aspx?DocumentID={69dd7202-7d06-42d4-a1ef-5238f3b75284}&NoHeader=1&NoSubject=1
System Web services Handling of hidden fields improved for Request entity service The Request entity service has been improved to support the handling of hidden fields, whereby no value will be displayed at the fields that are not accessible to users due to the requirement of roles and function rights. This enhancement is applicable mainly to the web services. DocView.aspx?DocumentID={c98fd8ba-cf14-4814-8176-26a2c3e9e185}&NoHeader=1&NoSubject=1
System General Windows Server 2019 supported In this product update, Windows Server 2019 will be supported by Exact Synergy Enterprise. DocView.aspx?DocumentID={54d174ee-34db-4fec-8b3a-a3362817e58f} &NoHeader=1&NoSubject=1
System Setup Ability to import best practices files In this product update, the Modules ? System ? Setup ? Templating Tools ? Best practices: Import menu path has been introduced. This page allows the best practices files to be imported. However, the menu path will be displayed only if you have the Administrator role. DocView.aspx?DocumentID={565e8a48-026c-449a-a4c0-489a1b5bd5c9}&NoHeader=1&NoSubject=1
System General Message for successful installation in product updater changed In this product update, the message in the product updater has been changed for an installation that is completed successfully. DocView.aspx?DocumentID={92c254b3-0c0c-47a8-8866-c344f83671dd} &NoHeader=1&NoSubject=1
System ElasticSearch ElasticSearch version 6.6.2 supported In this product update, Exact Synergy Enterprise will support ElasticSearch version 6.6.2. This version will apply to all the Exact Synergy Enterprise new installations. DocView.aspx?DocumentID={3cf05771-5a69-420f-a21c-2f255cf362ee}&NoHeader=1&NoSubject=1
System ElasticSearch ElasticSearch version 6.6.2 enhanced To support the latest ElasticSearch version 6.6.2, the re-indexing process in the Exact.Search.Tool.exe application has been enhanced. Due to the version upgrade, the installation file and folder, version number, as well as the download hyperlink have been updated. DocView.aspx?DocumentID={ee2189ee-c4bf-493f-bff4-e1429a8057f2}&NoHeader=1&NoSubject=1
System Portal services New link on customized login page to request access to portal Administrators can configure the customized login page to display a link for new users to request access to portal. DocView.aspx?DocumentID={c74fcba3-ec36-4efa-84bd-a701d0a49a63}&NoHeader=1&NoSubject=1
System Web services Enhancement for checking on editable fields for RequestFlow web service The checking of the edit functionality for the request fields has been enhanced, whereby the checking will be done for the fields that cannot be edited. DocView.aspx?DocumentID={ff33f465-47ee-4c21-b18a-ff7f9dce0a7c} &NoHeader=1&NoSubject=1
System Synergy Office Integration Edit with functionality supported in other browsers In addition to Internet Explorer, the Edit with functionality is now supported in other browsers such as Microsoft Edge, Google Chrome, and Mozilla Firefox. DocView.aspx?DocumentID={ea40bd1a-2c09-49ac-8e63-a7c1fccb631d}&NoHeader=1&NoSubject=1
System General Ability to restore and export to backup license The Modules ? System ? Setup ? License ? Restore menu path has been added. DocView.aspx?DocumentID=%7b6fde3ada-9e03-4c38-be5d-a359156458d4%7d&NoHeader=1&NoSubject=1
System General License update functionality enhanced The license update functionality has been enhanced whereby during the license update process, the license modules that have been added, removed, and/or quantity updated will be checked and displayed. DocView.aspx?DocumentID=%7b51462324-ecca-4b45-b74d-27be2a30f83d%7d&NoHeader=1&NoSubject=1
System General Various settings available for Create, Retrieve, Update, and Delete (CRUD) actions via web service The HRM, back office, and SSR settings will be available for the CRUD actions. DocView.aspx?DocumentID=%7bf88c6ae0-7ff1-4ecf-b9d2-53c86735da8f%7d&NoHeader=1&NoSubject=1
System General Ability to restore and export to backup license The Modules ➔ System ➔ Setup ➔ License ➔ Restore menu path has been added. DocView.aspx?DocumentID=%7b6fde3ada-9e03-4c38-be5d-a359156458d4%7d&NoHeader=1&NoSubject=1
System General License update functionality enhanced The license update functionality has been enhanced whereby during the license update process, the license modules that have been added, removed, and/or quantity updated will be checked and displayed. DocView.aspx?DocumentID=%7b51462324-ecca-4b45-b74d-27be2a30f83d%7d&NoHeader=1&NoSubject=1
Social Collaboration General New features added for social collaboration New features have been added for social collaboration. DocView.aspx?DocumentID={82f97aec-e96b-4ba9-99ce-c044ea5e521f}&NoHeader=1&NoSubject=1
Related documents   System requirements Exact Synergy Enterprise The system requirements of different Exact Synergy Enterprise product updates DocView.aspx?DocumentID=%7bf6b51a1d-ce95-4de9-8ae6-75a344acf17d%7d&noheader=1&nosubject=1&noheader=1&nosubject=1
Related documents   Overview release notes Exact Synergy Enterprise per product update The release notes of previous Exact Synergy Enterprise product updates http://www.exactsoftware.com/docs/SysHelp.aspx?Language=EN&TopicFilter=Synergy.NET&Action=1&Release=0&NoHeader=1&NoSubject=1
Related documents   Updating Exact Synergy Enterprise More information about updating DocView.aspx?DocumentID={d1646457-aab8-4094-a98f-927f53bbb0ee}&noheader=1&nosubject=1
Workflow Requests Removal of people from remarks simplified You can now clear a remark made to a person by clicking  next to the person’s name. DocView.aspx?DocumentID={5d0ea7df-6803-42be-9162-83fc093423cc}&NoHeader=1&NoSubject=1
Workflow Requests Auto timestamp on requests You can now opt to have the name, date, and time to be automatically inserted at the Remarks field in a request. DocView.aspx?DocumentID={3f1639a9-11c4-46d4-a694-55fe4b5916a8}&NoHeader=1&NoSubject=1






 
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 Main Category: Attachments & notes  Document Type: Release notes main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 28.811.292
 Assortment:  Date: 16-07-2020
 Release: 263  Attachment:
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