EventPaks
> CRM EventPak
> Procurement / Purchase Requisitions
> Preventative Maintenance (Assets)
> Rules Engine for Requests & Cards
> Quality Management
> Time & Billing
> Field Service (Lite)

Integrations
> Synergy & Phone Integration
> Exact Online Integration with Synergy
> SalesForce Integration with Synergy
> Document Scanning into Synergy

Tools - Workflow Plus
> Additional Free Fields in Workflows
> Hyperlinks in Workflows
> HTML & Formatting in Workflows
> Multiple Approvers in Workflow
> Reports on Synergy Cards
> Reports Within Workflows
> Workflow Request Field Security
> Planned & Multiple Assigning of Workflow
> Workflow Field Available In New Mode Only
> Workflow Reference Fields
> Workflow Browse Fields
> Cascading Prompts with Workflow Fields
> Bulk Updates to Request Fields
> Bulk Actions in Workflow Requests
> Save & Open Button
> Workflow e-Mail Notifications
> Workflow e-Mail
> Multiple Purchase Limits in Requests
> Role Access Levels
> Explorer View on Start Pages within Synergy
> Create Requests from Excel

Tools - Account Management

> Account Code Ranges
> Organizational Relationship
> Customer Comment Tracking
> Zip Code Search
> Product Registration
> Opportunities from Quotes
> Opportunities Plus

Tools – Document Plus

> Use Free Fields When Saving Documents
> Link Multiple Accounts to a Document
> Link Multiple Items to a Document
> Multiple Approvers for Documents

Tools – Importing Plus
> Import Projects into Synergy
> Import Items into Synergy
> Import Sales Opportunities into Synergy
> Import Workflow Requests into Synergy
> Import Employees into Synergy
> Import Documents into Synergy

Tools - Additional Free Fields on Cards
> Sales Opportunities
> Projects
> Accounts
> Contacts

Tools - Human Resources
> Roles Plus
> Employee Training - Recertification
> Tracking of Employee Data for Licenses
> Time Entry Tracking

Tools - Knowledge Management

> KnowledgeBase

Tools - Quality Management

> Gage Certifications

Tools - System Administration

> Recode and Rename

The current version of the software tools will be listed here.  In order to use these tools, it becomes necessary to have a current license.  The license can be purchased from our organization.

Tools                                                                     Version                                      Installer                                           Manual

  • Workflow Plus                                        xx                                                    Download                                           Download
  • Multiple Approver                               xx                                                    Download                                           Download
  • Free Fields                                               xx                                                    Download                                           Download
  • Report on Cards                                    xx                                                    Download                                           Download
  • Request Field Visibility                     xx                                                     Download                                           Download
  • Account Code Ranges                        xx                                                     Download                                           Download
  • e-Mail Notification                              xx                                                     Download                                           Download
  • Workflow e-Mail                                   xx                                                     Download                                           Download