Tools - Workflow Plus
Tools - Account Management / CRM Plus
Tools – Document Plus
Tools – Project Plus
Tools – Import Plus
Tools - Human Resources
Tools - System
Tools - Knowledge Management
Tools - Quality Management
Tools - System Administration
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.