Your organization just started using Synergy and people don’t log in to Synergy regularly enough to check their workflow? Your managers are not logging into Synergy and are not seeing the new requests which are pending in their workflow for approval, but will always check their email on their smart phones?
By only using Exact Synergy Enterprise, it’s not possible to automatically send an email when a person has a new request in their workflow. There are other tools (such as the Event Manager) available which allow you to send emails based on events which you can setup.
If you are only interested in sending email notifications when a person has a new request in their workflow, the Event Manager solution could be overkill and expensive as these tools can do much more. This is the tool that would be of interest to you.
The Workflow Plus Email Notification has the following features:
> Email can be send via SMTP or Exchange.
> Easy to setup via the request type setup. The email notification can be enabled to inform the user via email when they have to approve, realize or process a request.
> It may also inform the creator of the request via email once a request is rejected or approved.
> In case a user doesn’t want to receive the auto email notification, the user can disable receiving the email message for a specific request type.
> A standard email message will be sent and the user can open the request in Synergy via a link in the e-mail.
> The email will be send real time after the user created, approved, realized or rejecting the request.
> The email sender will be the user who created, approved, realized or rejected the request.
The cost for this tool is $625. An annual Maintenance of $109 is required for 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. We will include 30 minutes of training / installation assistance with this tool.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request 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.