We had customers asking us to make this enhancement.  Their issue was that they did not want some information that one of their Resources had entered in a new request, to be modified when the request was “Open” and it had not advanced to its next status.

In standard Synergy, you have edit functionality when the request field is in the Open, Approve, Realize or Process Statuses.  When a request is created, it automatically is assigned the status of “Open” and therefore information can be modified.

An example of this requirement for one of our customers is when an incoming call for support is entered into Synergy.  When the Resource that is entering the new request, they would enter some information such as the Account Code and Initial Contact person.  When this request was reopened, they did not want to take any chances that the information in these fields might be changed.

Viewing a log file was not acceptable to them.  We needed the ability to eliminate this possibility.  Now when the request definition is created, an extra option is in the “Edit” section.  With our tool, we add a new status – “New” for each of the fields in a workflow request, including all of the fields that are added by our Free Fields Tool.

Tool with arrow



This eliminated the issue for our customers.  For more information, our brochure, pricing (and soon to come) – a video, visit the page specific to this tool on our website.  Click Here.





> 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