> CRM EventPak

> Procurement / Purchase Requisitions

> Rules Engine for Requests & Cards

> Customer Portal Order Entry


> 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

> Spell Check in Workflows

> Auto Timestamp 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

> Lists in Requests

> Workflow Request Search

> 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

Tools - Account Management / CRM Plus

> CRM Plus Account Card Free Fields

> CRM Plus Contact Card Free Fields

> CRM Plus Opportunity Card Free Fields

> CRM Plus Quotations

> CRM Plus Account Search

> Account Code Ranges

> Organizational Relationship

> Customer Comment Tracking

> Zip Code Search

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 – Project Plus

> Projects

> Project Plus Search

Tools – Import 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

> Import Accounts into Synergy

> Import Contacts into Synergy

Tools - Human Resources

> Roles Plus

> Role Access Levels

> Employee Training - Recertification

> Tracking of Employee Data for Licenses

> Time Entry Tracking

Tools - System

> Explorer View on Start Pages within Synergy

Tools - Knowledge Management

> KnowledgeBase

> Product Registration

Tools - Quality Management

> Gage Certifications

Tools - System Administration

> Recode and Rename

gadgets-as-mere-toolsWorking alongside or just listening to Synergy Enterprise users, we have found a need for additional tools, manuals and training to compliment the implementation of the software.

Our tools, listed on the left side of this screen will either:

>  Shorten the time necessary for common Synergy applications to go “Live”


>  Provide enhancements to Synergy out-of-the-box functionality

Documentation, installation and training is always provided with our tools.  We want all of our customers to become referral accounts to fellow Synergy users.

Our most common tools include:

Novice Synergy Accounts                                                          Advanced Synergy Users

CRM EventPak                                                                                    >  Workflow Browse
Additional Free Fields in Workflows                                          >  Linking Multiple Items to a Document
Reports on Synergy Cards                                                             >  Import Items into Synergy
Reports within Workflows                                                             >  Bulk Updates to Request Fields
Multiple Approvers in Workflow

Assistance is available by selecting hyperlinks to each of these tools.  You will find with these links more information, sales brochure, video, requirements and costs.

Should you have a question or wish to see a demo of any particular tool, contact us through the Assistance button.