Exact Synergy Enterprise

Creating entries

Menu path

+Create ? More

Introduction

This page provides a single point where you can create entries, such as projects, accounts, requests, items, and documents.

Roles and rights

All users are able to access this page. However, the appropriate roles and rights are required when creating different entries.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

Hyperlinks

Click one of the following hyperlinks to create an entry for the selected entity:

Entities section

Person

Click this to create an entry for a person. For more information, see Creating and modifying entries for people.

Account

Click this to create an entry for an account. For more information, see Overview of creating accounts.

Request

Click this to create a request. For more information, see New request menu.

Item

Click this to create an entry for an item. For more information, see Creating and modifying items.

Project

Click this to create a project. For more information, see Creating and modifying projects.

Document

Click this to create a document. For more information, see Selecting categories or document types for creation of documents.

Assets

Click this to create an entry for an asset. For more information, see Creating and modifying asset cards.

Invoice

Click this to create a financial entry. For more information, see Creating financial entries.

Opportunity

Click this to create an entry for an opportunity. For more information, see Creating and modifying opportunity cards.

Quotation

Click this to create a quotation. For more information, see Creating and modifying quotations.

Service

Click this to create an entry for a service contract. For more information, see Creating and maintaining service contracts for Service management.

Configuration

Click this to create a configuration.

Contact

Click this to create an entry for a contact. You have to select an account prior to creating an entry for a contact person. For more information, see Creating and modifying contacts.

Workspace

Click this to create a workspace. For more information, see Navigating and customizing workspaces.

Group

Click this to create a group. For more information, see Discovering groups in Social Collaboration.

Other section

Database

Click this to create a database. For more information, see Creating databases.