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
Finding Nearby Accounts in SQL – Geo Coding
Ever wonder how to find MAX Customers, Vendors or Synergy Accounts that are nearby another location? This can be handy to locate distributors to provide service, customer to visit near other customers and many other conveniences. Here is SQL Code to find MAX Customer that are nearby another customer based
Quota vs. Actual Tool
Do you want to manage Quota versus Actual in Synergy by Sales Rep or in total? We have added a Synergy Request Type for Quota assignments by Sales Rep. Then we link the Sales Opportunities to the Sales Rep and build a Quota Grid that can be displayed as a
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