Account Range

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Out of the box, Synergy Enterprise allows you to use an account code range per division.  It is not possible to further maintain your range by account type.

This add-on tool for Exact Synergy Enterprise , the “Account Code Ranges” allows for creating a range per account type for your Prospects, Customers, Associates, Suppliers, Resellers, Divisions, Banks, Leads and Suspects.

The following scenario’s are supported:

  • Select a range per account type for your company.
  • Select a range per account type for each or some of the divisions in your company
  • Select a range for some of the account types in your company or divisions

Through your customer settings in Customer / Setup / Other / Settings, you can view and set your account code ranges per company, per division and per account type.

These settings will be used when creating your new accounts in Synergy Enterprise.

The cost for this tool is $600.  An annual Maintenance of $104 is required for this tool. We will include 30 minutes of training with this tool.

A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.

This tool may be used with any of our other tool offerings.

This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in an Account that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.