This page allows you to customise settings that are applied throughout Exact Synergy Enterprise.
All users can customise the following options. However, users with the incoming invoice register, hour entry, and project manager roles assigned can only customise the settings in the Regional options section under the General tab.
The information in this document is applicable to product update 503 and higher. If you have a lower version, certain features explained here will not be applicable.
Customise
Select Person to customise the Exact Synergy Enterprise portal for employees or ESS Portal to customise the ESS Portal. If ESS Portal is selected, you will only see the Style, Menu, and Corporate (Settings) tabs. For more information, see Customising the ESS portal.
The Preferences page is divided into the following tabs. Click the links below to view the contents for the respective tabs.
General tab
This tab allows you to set the general options of Exact Synergy Enterprise. The settings defined here will take precedence over the settings defined in the Corporate (Settings) tab unless the Mandatory check box in the Corporate (Settings) tab for the corresponding fields are selected.
Regional options section
Language
Select the preferred language for Exact Synergy Enterprise.
Note: This affects the user interface only. Words that are retrieved from the database (data that can be changed) are not translated. In addition, the ability to display different languages depends on the installed Microsoft Windows operating system.
Date format
Select the preferred date format. For each selection, "dd" means day, "mm" means month and "yyyy" means year.
Time format
Select 24h or 12h (AM/PM) to use the 24-hour or 12-hour clock format in Exact Synergy Enterprise for displaying and entering time.
Note: If you select 12h (AM/PM), you can still enter time in the 24-hour clock format. Exact Synergy Enterprise will convert the time to the proper 12-hour clock format. However, if you select 24h, you can only enter time using the 24-hour clock format.
Number format
Select the preferred number format.
Error: Message section
Pop-up
Select the check box to enable error messages to pop up instead of being displayed only at the top of the page. This makes the error messages more prominent.
Menu: Appearance section
Show: Product news notification
Select this check box to receive notification when there is new product news.
Buttons: Collapsed appearance section
Main buttons
Select this option and type a number to define the number of buttons to be displayed on a page. By default, "5" is filled in. When a page contains more than five buttons, an arrow button is available to expand and view the additional buttons, or hide the additional buttons.
All available
Select this option to display all the buttons on a page.
Note:
- The number of buttons displayed in the pages also depend on the document types and/or the roles and rights of a user.
- This expand/collapse feature may not be applicable to certain pages, such as the pages for Service management and SSRS reports, due to the different controls being used for the button bar.
Office: Installations section
Click on the relevant link to install Synergy Office Integration.
Personal startup section
Select the preferred page to view when you first launch Exact
Synergy Enterprise at Set as default.
The following options are available for selection:
- Timeline– Select this option to display Timeline.
- My default workspace – Select this option to display your
default personal workspace.
- Default company workspace – Select this option to display
your default company workspace.
- Home – Select this option to display the news page.
- Workflow – Select this option to display your workflow.
- Document – Select this option to display the document that
has been selected at this option.
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Style tab
This tab allows you to set the style of Exact Synergy Enterprise.
Style section
Select the preferred display style for Exact Synergy Enterprise. Once selected, you can immediately see a preview of the style directly below the option. Different styles will customise Exact Synergy Enterprise to different sets of colors or themes.
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Menu tab
This tab configures the various menu sections available in Exact Synergy Enterprise.
Modules section
Show
Select this check box to show Modules at the top menu.
You can also select the modules to be displayed at Modules. The left column lists modules that are not shown while the right column lists modules that are shown.
Select the modules and click 
and 
to move the modules between the columns thereby selecting the modules shown and not shown. You can also do this by double clicking the modules.
Click Customise to customise each module's menu page. A module must be selected before the Customise button can function.
Click the Up and Down buttons to specify the order in which to display the modules. Click Reset to set the modules shown back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, all selected modules are displayed individually at the top of the page. If more than one of the modules are displayed, they will be separated by the sign “|”.
Quick access section
You can also select the quick access items to be shown in the 
menu.
The left column lists the items that are not shown while the right column lists the items that are shown. Select the items and click and to move the items between the columns thereby selecting the items shown and not shown. You can also do this by double clicking on the items.
Click the Up and Down buttons to specify the order in which to display the items. Click Reset to set the items back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, all selected items are displayed individually at the top of the page.
My work section
All selected functions of this section are displayed in the menu.
The left column lists functions that are not shown while the right menu lists functions that are shown. Select the function and click and to move them between the columns thereby selecting the functions shown and not shown. You can also do this by double clicking on the functions.
Click the Up and Down buttons to specify the order in which to display the functions. Click Reset to set the functions back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, the selected functions are displayed in the upper left menu.
My work, create & search section
All selected elements of this section are displayed in the menu.
The left column lists elements that are not shown while the right menu lists elements that are shown. Select the element and click and to move the elements between the columns thereby selecting the elements shown and not shown. You can also do this by double-clicking on the elements.
Click the Up and Down buttons to specify the order in which to display the elements. Click Reset to set the elements back to the default settings.
Note: While assuming the identity of a reseller, supplier, or customer, the selected elements are displayed in the lower left menu.
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Workflow tab
This tab configures the ability of Exact Synergy Enterprise to inform you of new events in your workflow.
Workflow: Pop-up section
Alert: Workflow
Select this check box to check for new workflow.
Alert: Calendar
Select this check box to check for new calendar events.
Pop-up
Select this check box to enable a message to be displayed as a pop-up when a new event occurs.
Duration
Select the preferred duration as to how long the message will be displayed.
Sound
Select the preferred sound to play when there are new events. You can preview the sound by clicking the icon next to your selection.
Refresh
Select the preferred interval with which to check for new events.
Workflow: Settings section
Show request type ID during request creation
Select this check box to display the request type IDs when selecting the request type to be created. By default, this is not selected. For more information, see New request menu.
Auto Timestamp
Select this check box to have the timestamp automatically inserted at the Remarks field in a request every time a request is drafted, created, or saved. The timestamp contains the name of the person who type in a comment at the field, and the date and time the request is drafted, created, or saved.
Type
Select the method to display the workflow notification pop-up. Select Total to show only the total number of unread workflow items in the popup, Details to show the list of all the unread workflow items or Details (Customise) to show the customised list of unread workflow items. This is customised in the Request types section.
Note: This field will be displayed only if the Alert: Workflow check box is selected.
Multiple
Select this check box to be alerted of new workflow items periodically until they are read. The frequency of alert depends on what is selected at Refresh.
Note: This check box will be displayed when Details is selected at Type.
Calendar: Settings section
Note: This section is displayed only if Alert: Calendar is selected.
Notify
Select the preferred time to display a reminder prior to the start of an event. The reminder of the calendar is based on the time zone that is linked to the person. For example, if an appointment is scheduled at 10.00 am, the reminder will prompt the user at 9.50 am if 10 minutes is selected in this field (this is subject to the refresh time of the systems).
Request types section
This section allows you to specify which request types to alert. Click Add to add a new request type to alert. Specify the priority level at the Priority column to display only requests that match the priority level. Select the Sound or Multiple check boxes to enable sound or to notify continuously respectively. Click 
to delete the customised notification for that request type. Click Update to ensure the request type is registered in the system.
Note: This section will be displayed when Details (Customise) is selected at Type.
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Documents tab
This tab configures the way Exact Synergy Enterprise handles your documents.
Document section
Draft
Select the Close check box to enable this option. When this option is enabled and you click Draft in a document, your document will close. If this option is not enabled and you click Draft in a document, your document will change to the draft status but will still remain open.
Printable
Select the Layout check box to enable this option. Document layouts include design elements such as logos. This option determines whether the document layout should be ignored or not. When the option is not enabled, clicking Printable in a document will not include the design elements. When the option is enabled, clicking Printable in a document will include the design elements.
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Office Integration tab
This tab configures the default settings for Synergy Office Integration. The settings defined here will supersede the settings defined in the Corporate (Office Integration) tab. If you are a new user and you did not change the settings in this tab, the setting defined in the Corporate (Office Integration) tab for the corresponding field will be used. However, if you are a new user and you save the settings below for the first time, the future settings will always refer to the settings below.
Default document type MS Office section
Incoming email
Click 
to select the document type to be used when saving incoming e-mails. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Outgoing email
Click to select the document type to be used when saving outgoing e-mails. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Ask me to save email
Select this check box to get a notification message to save the email.
MS Word
Click to select the default document type to be used when you Save a Microsoft Word document. Click Setup to display a page where you can set the default values to be used when you Save a Microsoft Word document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Address type
Click to select the address type to use in the event a mail merge is run. You can select either Visit, Postal, Delivery, Invoice, or a user-defined address. If no selection is made, Visit will be used as the default selection.
MS Excel
Click to select the default document type to be used when you Save a Microsoft Excel spreadsheet. Click Setup to display a page where you can set the default values to be used when you Save a Microsoft Excel spreadsheet. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
MS PowerPoint
Click to select the default document type to be used when you Save a Microsoft PowerPoint presentation. Click Setup to pop up a window where you can set the default values to be used when you Save a Microsoft PowerPoint presentation. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
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Mobile tab
This tab allows you to download the Exact Synergy app or use the QR code to log in to the app. In addition, you can define the SSRS report settings for the CRM app. Reports added to the respective sections will be available in the main menu and the Monitor section of account cards. This tab will not be available if you do not have any role assigned.
Sign in section
Click Start here to display the options to download the Exact Synergy app and log in to the app using the QR code. On the pop-up page, the following options are available:
- Download — Click this to download the Exact Synergy app to your mobile device. Select one of the following options: Google Play, App Store, or Microsoft.
- Login with QR — Click this to begin the log in process with a QR code. Then, open the app on your mobile device and scan the QR code displayed. Finally, type your password to log in.
Note: Your app has to be at least version 4.8 to be able to use the QR code feature.
CRM App Main menu section
You can click the Add button to select the reports to be available in the main menu of the CRM app. Reports that have been added will be displayed in the Report column. You can then modify the report or remove the report from displaying in the main menu.
Account card section
You can click the Add button to select the reports to be available via the Monitor section of an account card. Reports that have been added will be displayed in the Report column. You can then modify the report or remove the report from displaying in the Monitor section of an account card.
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Notifications tab
This tab allows you to turn the notifications on or off for Social
Collaboration. The notifications can be turned on or off for the following:
- News – Default and other news groups
- Announcements – Announcements to everyone and
group announcements
- My posts – Someone shared something with me, new
comments on my post, new likes or comments on my post, and new replies to my
comments
- Other notifications – Comments on a post I am involved
in, new group posts, reminders, and requests in my workflow
For
more information, see Viewing timeline.
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Corporate (Office Integration) tab
This tab configures the default settings of Synergy Office Integration for all users. This will be used in the event that nothing is defined for the corresponding fields in the Synergy Office Integration tab. All the functions in this tab are available to users with the Administrator role only.
General section
Office Integration version
This displays the version of the Synergy Office Integration functionality.
Default document type MS Office section
Incoming email
Click to select the document type to be used when saving incoming e-mails for all users. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Outgoing email
Click to select the document type to be used when saving outgoing e-mails for all users. Click Setup to display a page where you can set the default values to be used when you create the document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
MS Word
Click to select the default document type to be used when users Save a document. Click Setup to display a page where users can set the default values to be used when users Save a document. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
Page size
Type the maximum number of XML pages that are allowed for download.
MS Excel
Click to select the default document type to be used when users Save a Microsoft Excel spreadsheet. Click Setup to display a page where users can set the default values to be used when users Save a Microsoft Excel spreadsheet. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
MS PowerPoint
Click to select the default document type to be used when users Save a Microsoft PowerPoint presentation. Click Setup to display a page where users can set the default values to be used when users Save a Microsoft PowerPoint presentation. The fields presented depend on the settings for the selected document type. Type or select the relevant information to be used for the individual fields. Click Save to save the changes made or Close to exit.
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Corporate (Settings) tab
This tab configures the pre-defined settings for all users. All the functions in this tab are available to users with the Administrator role only.
Regional options section
Language
Select the pre-defined language that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Date format
Select the pre-defined date format that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Time format
Select 24h or 12h (AM/PM) to use the 24-hour or 12-hour clock format in Exact Synergy Enterprise for displaying and entering time for all users. Select the Mandatory check box to enforce this option on all users.
Note: If you select 12h (AM/PM), you can still enter time in the 24-hour clock format. Exact Synergy Enterprise will convert the time to the proper 12-hour clock format. However, if you select 24h, you can only enter time using the 24-hour clock format.
Number format
Select the pre-defined number format that all users should see. Select the Mandatory check box to enforce this option on all users. When selected, users will not able to change this option.
Style section
Style
Select the pre-defined style that all the users should see. Select the Mandatory check box to enforce this option on all the users. When selected, the users will not be able to change this option.
Refresh section
Workspace
Type a value in minutes to specify the minimum duration before every user's workspace is refreshed. This will replace the individual user's setting if it is longer than this.
Workflow
Type a value in minutes to specify the minimum duration before checking every user's Workflow for new events. This will replace the individual user's setting if it is longer than this.
Browser section
Show suggestion
Select this check box to enable the type-ahead suggest feature. This feature allows a list of suggestions to be displayed below the input field when you type in an input field. This also applies to browser fields.
Note: If you have enabled this setting, the type-ahead suggest feature will be available for all browser fields except for Documents and Requests.
Home section
The Home section allows you to select the option to be displayed when the 
icon is clicked on the general navigation menu.
Timeline (Last viewed tab)
Select this option to display the last tab that has been viewed in the timeline.
Corporate page
Select this option to display the corporate page.
Startup section
When Synergy starts, show
The option that has been selected at this field will result in the page of the selected option to be displayed when users log in to Exact Synergy Enterprise.
The following options are available for selection:
- Home– Select this option to display the news page.
- Company workspace – Select this option to display the How-to
Company workspace page.
- Corporate page – Select this option to display the
frontpage of the selected option that has been defined under the Default:
Frontpages section (accessible at ). You can select either Documents, HRM, Financial,
Logistics, Customers, Workflow, Projects, Assets,
or Others.
- Timeline – Select this option to display the desired tab at startup. You can select either All, News, or Last viewed tab.
Select the Mandatory check box to enforce this option
on all users.
Menu: Appearance section
Show: Product news notification
Select this check box to display the notification when there is new product news. Select the Mandatory check box to enforce this option on all users. When selected, users will not be able to change this option.
Attachments section
Max size (500MB)
This field displays the maximum size of the files that you can attach in Exact Synergy Enterprise.
Allow scripting
Select this check box if you want to execute the scripting during the preview of the attachment in the post when you use Social collaboration. If you select this check box, an alert message is displayed when the script is executed.
Document section
Printable
Select the Layout check box to allow users to print documents using the layout defined. Select the Mandatory check box to disallow users from changing the settings defined.
Logo section
Current
This displays the current logo being used.
Logo
- File — Click Browse to select an image for the logo. The image uploaded will be stored in the Exact Synergy Enterprise installation path in the images folder. This option can be removed if the administrator does not want to grant users with the write access right to the specified folder.
- Picture — Click to browse for an image for the logo. The list of images displayed is of Logo type that has been uploaded to .
Alternative text
Specify the alternative text for the logo. This is used by the screen reader as part of the accessibility option.
Hyperlink
- Landing workspace setting — This option represents the URL corresponding to the default item predefined in the Landing workspace section in the General tab. By default, this option is selected as the default hyperlink to the logo. When the toolbar logo (for example, the =Exact logo) is clicked, the workspace, news, workflow, or document page will be displayed. The display of the workspace, news, workflow, or document page depends on the option defined at Set as default in the Landing workspace section under the General tab.
- URL — Type a hyperlink for the logo, if required. This can be used, for instance in redirecting users to the corporate website when the logo is clicked. The webpage of the defined URL will be displayed as a new page or tab when the toolbar logo (for example, the =Exact logo) is clicked. However, if the URL option has been selected but the URL has not been defined, the option defined at Set as default in the Landing workspace section under the General tab will be displayed when the toolbar logo is clicked.
Export: Excel section
File extension
Select the default file extension for the files to be exported to Microsoft Excel. You can select *.xls or *.html. If you select *.xls, the content of the page will be exported as <name>.xls and a warning message will be displayed the first time the file is exported to Microsoft Excel. This warning can be safely ignored. If you select *.html, the content of the page will be exported as <name>.html. *.xls is displayed by default.
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