Friday, January 27, 2012
Welcome to our Website

This website is dedicated to assisting Synergy and Synergy Enterprise 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.

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. 

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

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.  

Look at the section labeled Manuals & Tools for more information.

 
KnowledgeSync for Exact Customers

The KnowledgeSync Business Activity Monitoring software is a tool that enhances the use of Exact Synergy or Synergy Enterprise by an organization.  This software can be used by customers of Macola Progression, Macola ES, Max, Globe or JobBoss.

Think of this product as an "invisible assistant" for your business.  This assistant watches over your business, and warns you (and your staff) about conditions that require your attention. Conditions such as leads that haven’t been followed up on, stock items that require re-order, and invoices that are overdue for payment.

An assistant that takes care of repetitive business processes. Processes such as delivering client invoices and statements, assigning leads to salespeople, and distributing analytical reports to your staff.

An assistant which monitors incoming email and your website for requests, questions, and inquiries. Inquiries such as questions for your customer support staff, requests for product information, and registrations for class enrollments.

KnowledgeSync is that invisible assistant. KnowledgeSync is an enterprise-wide Business Activity Monitoring application that combines business intelligence, alerts, and workflow request creation to keep you on top of your business.

For more information and pricing, contact us.
  

Manuals & Tools in Development

We have a number of Manuals and Tools in the Development Process.  These include:

Templates

ISO Certification

Service Depot

Field Service (Lite) - No Back Office Integration

Manuals

Planning Calendar

Contracts

Views

Multi-Level Item View

4 Year Sales History View per Item

ASP Pages

Customer Portal Sample Pages
  

Newsletter

New information is added to our website frequently and we do not want you to miss a single announcement, tool, tip or manual.  

Our site is being enhanced to provide information and tools on both Synergy and Synergy Enterprise.  If you are using either of these products or considering their use, our site should be saved as a Favorite in your browser.

We will sending a monthly newsletter to our visitors as a notification of our enhancements. 

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 with 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. 
 
Today their Customer Service employees enters the zip code and the information required quickly appears while they are on the initial call. 
  

Most Popular Manuals

Our manuals will help you learn advanced Synergy functions.

  • Effectively Using Request Fields
    Need to know what each of the fields available in a workflow request can do?  This manual contains examples including screen shots.
  • Start Page Tips
    Your guide to creating new Start Pages.  The manual includes seven sample pages (including html code) to simplify their creation.
     
  • Creating Custom ASP Pages
    Our manual and twenty-six ASP templates will have you creating the views you wished Exact would have created for you.

Widely Used Tools

These tools will help your business with specific Synergy functions:

  • CRM EventPak
    Begin the process of recording Account Management information within days of installing Synergy in your organization.  Reports are included for monitoring sales activities.
     
  • Phone Interface
    Our interface will connect your Synergy with your phone system for Incoming calls by instantly displaying a Contact or Account record.

Exact Software Links

We are active (as Presenters and Responders) with the following Exact Synergy Customer Support Groups.  We strongly recommend that all customers participate in:
  

Site Sponsor

This website is sponsored and maintained by The Donas Group, Inc., a Reseller of Synergy, Synergy Enterprise and other Exact Software business solutions since 1998.
  

Copyright 2009 by SynergyExpert.com