Synapcus User Documentation (EN)
Synapcus User Documentation (EN)
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Synapcus®:360 Knowledge Base
Topics
Introduction to Synapcus
Release Notes
First steps with Synapcus
Synapcus Key Concepts
User Rights
Terms
Synapcus Modules
The 360 Concept (CRM+ERP) as an All-in-one Business Application
Login to Synapcus
The Activity
Concept and representation of an activity or task in Synapcus
The Document - Synapcus Concept
Concept and representation of a document in Synapcus
Synapcus Home/Cockpit
Digital Time Recording
My Dashboard
My Leave Requests
My Activities
My Working Sheets
My participations
My Documents
My card signatures
My Contacts
My Mailbox
My Projects Participations in Gantt
My profile
Synapcus Address Book
Organisation
Contact person
Search function
Documents of the contact
Payments
History
Synapcus Sales
Leads
Opportunities / sales opportunities
Commercial documents
Sales forecast dashboard
Fee schedule
Payment Schedule
Supplier evaluation
Marketing
Campaigns
Campaign budget
Campaign response ratings
Marketing sheets
Target groups / marketing lists
Serial mailing
Synapcus project management
Create a new project
Collect general project data
Add commissioned positions from the sale opportunity
Positions and work packages
Project activities
Involve employees in the project
Project documents
Project Controlling
Risks
Synapcus HRM
Employment
Synapcus Finances
Synapcus Reporting
Synapcus Helpdesk ticket system
Synapcus Enterprise
Corporate structure
Product and service catalog
Cost centers
Controlling company-wide
Administration
User administration
Plugins
Outlook 365 Plugin
Synapcus BIM360 Autodesk Plugin
Apps and Add-ins
Outlook 365 Add-in
FAQs Synapcus
Can a position appear in several orders at the same time?
Can I configure the displayed columns of a view to show more or less information?
How can you design an effective cost control in a marketing campaign?
How do I create a leave request in Synapcus?
How do I register a new project participation?
How may I define the structure of the organisation in Synapcus?
Is the change in a contact or organization historized?
What are the licensing models for Synapcus Software?
What does a work package mean?
What is an offer?
What is a participant?
What is a partner?
What is a supplier order or command?
What is a work environment?
What is summed up under "Expenses" under the Controlling tab?
What is Synapcus employment?
What is the difference between a fee and a third-party fee?
What is the difference between fee / revenue expected and actual?
What must be considered when deactivating a contact person?
What must be considered when entering the telephone number in address book?
Which processes / types of activity can be used to create a time record?
Who may create or change a contact or organization?
Terms of Use
Privacy Policy
Chronology of Synapcus versions
Version 2.40 - October 2020
