Synergy 255 now provides a means of copying Preferences from one user to another. This is accessed from the HRM, Reports, Search menu option. After you do a search for the person you want copy FROM a page will show like the one below with a COPY PREFERENCES button at
State Codes in Synergy
The State codes in Synergy are stored in the AddressStates table. The table links to the Country data using a 3 character Country Code and stores a 3 character State Code and State Name. The Country QATAR was missing a State entry in the table so adding a State Code
Merge RMA Notes Into One Field
RMA Notes are stored in multiple records in the Windows_Notes table where each note is 75 character long and numerous records (Lines) could be required for a longer note. So how to you get all the notes into one field to reporting or work with Synergy? Here is SQL code
Synergy Sales Opportunities from MAX Quotes
Want to get MAX Quotes and Sales Orders into Synergy and automate the creation of Synergy Sales Opportunities? With the new PlusPoint CRM Sync tool, you can create Sales Opportunities for each Quote automatically. I connects the Customer data and builds a Sales Opportunity along with the Quote stage request.
Synergy Background Jobs
Here is the code to build the standard Synergy Background jobs in SQL Management Studio: use [master] DECLARE @Server varchar(50) DECLARE @DBCONFIG varchar(50) DECLARE @BaseURL varchar (50) DECLARE @Location varchar (100) DECLARE @TempDrive varchar (50) DECLARE @Exchangesrv varchar (50) DECLARE @Login varchar (50) DECLARE @Job varchar(250) DECLARE @Temp varchar (250)
SQL Extract Numbers from a String
There are times when you want to create a numeric value from a string to convert descriptive text to a number. An example is a MAX Sales Order or Quote document created in Synergy that has the Quote or Sales Order Number in the Description, but you want to link
SQL Active Users, List and Delete
Ever wonder how to get a list of active users in a MAX or Synergy database? In SQL Management Studio, enter: SELECT DB_NAME(dbid) as “Database”, loginame as LoginName, spid FROM sys.sysprocesses WHERE dbid > 0 AND DB_NAME(dbid) = ‘ExactMAXxxx’ This presents a list of user ID numbers, then you can
Using Synergy Free Fields
Synergy for MAX provides fields for customer use to adapt Request forms to suite specific requirements. These fields are referred to as “Free Fields.” There are different types of Free Fields for difference types of data like; text, numbers, dollar values, etc. This document explains the different field types
Vendor Portal for MAX
The Vendor Portal add-on module for Synergy For MAX provides additional functionality for Synergy users that integrated Synergy more fully with MAX. This added logic to Synergy For MAX to allow authorized Vendor contacts in the Synergy Vendor Account to access Synergy and MAX data specific to that Vendor as
Formatting Phone Numbers
Ever wonder how to fix the format of phone and FAX numbers in MAX or Synergy? Users enter them in various formats and then they can look inconsistent and even unprofessional when they are printed out on reports or documents that are used by others. While there is not right
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