Are you a Synergy customer looking for a support group?

Are you using Synergy® to its full potential? Do you find it easy to do all the things you want to do in Synergy?

The advantage of an Synergy User Community is that each of your strengths and uses in the different areas of Synergy can be communicated to help and assist one another. And, as a user group with one unified voice, you will help Exact in the areas of improvements to Synergy.

If you are interested in joining the Exact Synergy User Group, please send an email to Ann Roos Hayner at earoos@tconl.com.

Date: Tuesday, June 16, 2009
Time: 1:00pm Central

Agenda:

Creating Requests and Managing Workflow for the Intermediate User

Presented by: Scott Leete of Exact Software

1. Using filters to limit searches for various fields
2. Using Items and Item managers to route workflow to different individuals
3. Using user defined fields to link to template documents
4. Using user defined fields to create section headings on a request
5. Using numeric fields that "do math"

We will also cover Workflow Management:

- Changing views
- Exposing user defined fields
- Ways to sort and exclude or include types of requests

We'll help Synergy users advance beyond the default settings and discover the true power of Synergy's workflow capabilities!

To join the online meeting

Click here for instructions (18.348.901) >>
(Customer Portal log-in required)

Upcoming Meetings

July 21 - User Presentation

August 18 - Background Jobs - Creating and Monitoring (technical)

September 15 - User Presentation

October 20 - The Office Add-in Explored (introductory/intermediate)

November 17 - User Presentation

December 15 - End of Year Review/Roundtable

*Meetings are generally held on the THIRD TUESDAY of every month with occasional variations to keep you on your toes!