Are you finding that traditional reference books are overloaded with technical details and advice you’ll never use? We have created a series of manuals on Exact’s Synergy with practical tips for users.
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The “Word & e-Mail” manual is a valuable guide to the use of common Microsoft Word and Outlook functionality when using Exact’s Synergy.
This manual will provide instructions to help you create e-mail or Word merges, mailing labels, envelopes and more. HTML code is included which can be cut and pasted from a Microsoft Word Document for many of the examples.
Bound manual (222 pages) with color screenshots CD Table of Contents
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Our “Start Page Tips” manual provides examples of start pages and sample HTML code to begin your project. The “Creating Workflow" manual is a valuable guide to begin the process of creating new workflow requests when using Exact’s Synergy.
This manual is designed to help you with the planning and thought process when creating new workflow requests. An example of a "Complaint Process" worlflow is contained in the manual.
Bound manual (111 pages) with color screenshots CD Table of Contents
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Our “Creating Custom ASP Pages” manual was developed as a guide to the development of new views within Synergy. The ASP examples include functionality such as lists, counts, a report page that includes links to other ASP pages or views within Synergy, adding search criteria as filters and exporting results as an ASP page to Excel.
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The "Creating Workflow" manual provides a roadmap to using Requests in Synergy. Before you begin creating a workflow request in Synergy, take a step backwards by reading this manual and clearly defining what you are trying to accomplish for your organization. Creating new "Requests" is not a clearly defined process that can be repeated in the same manner each time. It is a very fluid process, which requires creativity and a commitment of trial and error with patience (while creating the requests) to reach your desired results.
This document will provide you with a guide to assist you with this process. It is assumed that the creator of new workflow requests and processes will have an understanding of Synergy, including data tables, roles, request fields and security levels.
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Our “Support Desk Using Workflow” manual was designed to show examples of Synergy in use, rather than "how to use" functionality.
This manual provides readers with an example of workflow from one support individual to another during a support call while trying to solve a customer issue.
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The “Internal Business Processes with Workflow and Projects” manual was created to show an example of how a Synergy customer could use workflow and projects.
This manual provides an example of a internal project (creating a marketing brochure) for the Sales Department. Meetings are held, using requests for the calendar activities and notes. Status of the project is determined through the viewing of specific requests (which could be labeled "Milestones" in other Project Management software. Documents and Workflow linked with this project is is captured and easily accessable.
Bound manual (100 pages) with color screenshots CD Table of Contents
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Our “Normal CRM Activities for Sales Staff” manual provides examples of using Synergy for common Sales (Account) Management functionality.
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Our “Creating and Utilizing Projects” manual provides examples of using Synergy for common Project Management functionality.
This manual has been created to offer Exact Synergy clients with information on how to use the Project functionality. We have included sample requests which allow the creation of milestones and tasks in Synergy. Other requests are supplied which allow resources to track notes within a project or time against a project.
Bound manual (155 pages) with color screenshots CD Table of Contents
Additional manuals are being created and should be released to our website every 8 to 12 weeks. Manuals that are being added to our listing include Portals, Request Formatting, Contracts, Creating Tests, HR Functionality and Reviews, Document Layouts and Marketing Projects. We welcome your ideas for any future manuals or tools.