Synergy Expert Start Page

Saturday, July 31, 2010

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Welcome to our Website

This website is dedicated to assisting Synergy customers with valuable tips, documents, tools and expert guidance.

Have you needed a way to view the Organizational Relationships within your Customers and Prospects in Synergy? We have created an ASP Page that can be added to your Synergy, allowing you to view these relationships. Click here for more information.

A new EventPak / Manual for Projects has been published. It is designed to show how organizations can use the Projects function of Synergy in their organization. This EventPak / Manual demonstrates the creation of Milestones, Tasks, Notes and Time Entry with Projects. The EventPak requires the use of the Exact Event Manager to automatically create over 90 Milestones and Tasks when a new project is created in Synergy. All of this functionality can be personalized for your Synergy requirements by your system administrator. Find more information here.

The Asset Maintenance EventPak has been completed. This EventPak includes requests to track maintenance on machines and other assets within your organization. Instantly review data that shows parts used and problems encountered during maintenance procedures.

View all scheduled maintenance procedures, and overdue procedures can be easily identified. Over 30 reports have been created to extract data on the care of your assets. More information can be found at this link.

The Presentation and ASP Page Example presented at the September 2009 Synergy Users Group Meeting can be found here at this link.

We have added a Synergy tool that was featured recently in the July 2009 Synergy Users Group Meeting. This tool helps Synergy system administrators manage "Favorites" within their organization. Please follow these links for more information on this tool.

One of our latest creations is an ASP Page that will allow a Customer Service or Inside Sales Person to enter a zip code and have a search of your database completed, looking for the closest customers or resellers - Look in the section labled "Manuals & Tools" to view a document on this functionality. The idea for this ASP page came to us from discussions at Engage 2009. Zip Codes for Canada is an enhancement that has also been completed.

A New Manual to assist customers in "Creating Custom ASP Pages" has been published and is available for sale. Some of our customers have asked us to put specific inventory information or RMA data on ASP Pages. With this tool and the sample asp pages, you should be able to create new pages yourself.

This manual includes twenty-six asp templates that can be used to create new asp pages. This manual is targeted at system managers that have a basic understanding of creating a SQL statement and understand the fields in Macola ES or Synergy.

Inside the manual, you will find simple asp lists, search page with resultant list and export to excel functionality, simple list counts, list summary page and custom report pages. These ASP Pages can be customized to allow search parameters (such as a particular Resource, Item, Project, Account, Contact, Request or Date Range) to extract information within the Microsoft SQL database. Look at the section labeled Manuals & Tools for more information.

Manuals & Tools in Development

We have a number of Manuals and Tools in the Development Process. We are looking for Beta Testers to assist us in bringing these products to market.

We will provide our Beta Testers reduced prices for the products, whiole working with them to include features that are required in the marketplace. Our Current Listing of Products in Development include:

Templates

ISO Certification

Document Management

Synergy for Outbound Call Centers

Service Depot

Field Service (Lite)

Manuals

Human Resources Recruitment

Human Resources Review Process

Planning Calendar

Contracts

Portals with Synergy

Advanced Document Management

Views

Multi-Level Item View

4 Year Sales History View per Item

Bill of Materials

Production Order Processing Information by Order

Shop Floor Information by Order

Tools

Import Items in Synergy Tables (Items) from Excel

Import Bill of Materials into Macola ES from Excel

Import Items in Macola ES Tables from Excel

Import Projects Tasks from Excel

Create New Projects from Excel

EBA Views

Customer Relationship Management

Project Management

Workflow

ASP Pages

Customer Portal Sample Pages

Vendor Portal Sample Pages

Newsletter

With new Tips, Tricks & Tools being added to our website frequently, we are now sending a monthly newsletter to our visitors as a notification of our enhancements. If you wish to receive this newsletter - Click here to Register.

Customer Success Story

This quote was recently sent to us from a customer.

"While your idea of the use for the Zip Code Search ASP Page functionality did not match what we needed, your group worked with us and quickly adapted the ASP views and the Zip code database to fit our needs.

Now any of our Team Members can easily look for the closest Service Company to a customer. Not only does it pull information in our Macola/Synergy database, it filters only looking for certain Account Codes (Service Companies) and Active status (not on Credit hold or some other administrative hold).

Your quick response to our need to include Canadian Postal Codes is also appreciated. Everything is running along just great.

Thanks for assisting us solve our need and at a very reasonable price."

This organization needs to direct inquiries for service for their products to a special type of Customer in their Macola ES / Synergy database. In the past, finding the closest Account usually meant calling the person back after researching the inquiry.

Now their CRS staff enters the zip code and the information they require appears while they are on the initial call.