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Workspaces 2.0 - Reinventing workspaces. More customizable for your needs.

Posted on Jul 19, 2016 1:00:00 PM by Exact Macola

Part two in the six-part blog series for the Macola 10.4 release:

  1. 10.4 Overview
  2. Workspaces 2.0
  3. Financial Consolidation & Accounting
  4. Automated Workflows
  5. Business Intelligence & Forecasting
  6. CRM

To recap, the 10.4 release provides enhancements and functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and a more robust and personalized user experience.

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Exact Macola 10 Tech Tip: Launching the Customer Account Card from a Workspace

Posted on Apr 27, 2016 11:00:00 AM by Exact Macola

Please note that this article assumes a working knowledge of creating custom SSRS workspaces.

In this tech tip we will look at how to configure a custom workspace to be able to launch into the customer card. We will also show a sample of how to get the correct unique identifier when pulling back office data but wanting to launch the web-based card.

In this example we will pull data from our back office database and join it to the front office database to get the correct ID number of the customer so that we can launch the customer card from our custom workspace.

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Exact Macola 10 Tech Tip: Using Search Templates to Create Custom Reports

Posted on Feb 17, 2016 9:30:00 AM by Exact Macola

There are a number of tools available in Exact Macola 10 to help you get the data you need out of the system. You can utilize the hundreds of out of the box reports, design custom reports in Crystal and SSRS, or use the Workspaces as a powerful reporting tool.

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Exact Macola 10 Tech Tip: How to Store and Control Engineering Drawings

Posted on Jan 13, 2016 10:00:00 AM by Exact Macola

Exact Macola 10 offers a lot of robust functionality between Manufacturing, Accounting, Distribution, Customer Relationship Management (CRM), Business Process Management (BPM), Business Activity Monitoring and Workspaces. One of my personal favorite modules is Document Management. This module can help your business work towards going paper-less, or at least have less paper! It can be used for simple things like storing Work Instructions so new employees have access to what they need right at their fingertips, or you can store Customer Purchase Orders so customer service can quickly pull up the documents they need when a customer calls rather than rummaging through filing cabinets. You can even use it to help in meeting ISO 9000 or SOX and other regulatory compliance models.

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Exact Macola 10 Tech Tip: How to Upload Custom Workspaces

Posted on Dec 22, 2015 10:00:00 AM by Exact Macola

In this Tech Tip we review how to take a completely custom workspace and upload it to your Exact Macola 10 environment. We also share some best practices on managing your custom workspaces.

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Exact Macola 10 Tech Tip: How to Set Default Parameters and Add Searches to Workspaces

Posted on Dec 15, 2015 8:00:00 AM by Exact Macola

In today's Exact Macola 10 tech tip, we take a look at custom workspaces and show you how to add default values to parameters. We also show you how to utilize the already available searches to create a better user experience.

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Exact Macola 10 Tech Tip: How to Set Workspaces as Homepages

Posted on Dec 8, 2015 8:00:00 AM by Exact Macola

We’ve talked a lot about the power of Workspaces in Exact Macola 10 and the efficiency that they bring to day-to-day activities. But I still need to log into Exact Macola 10 and then go to the Workspaces module to access my personalized Workspaces. What if I want to see my Workspace right when I log into Exact Macola 10? Or better yet, what if I have to cover other departments or work in cross-functional areas and want to create customized homepages so I can switch back and forth between all my different roles? 

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Exact Macola 10 Tech Tip: Adding Dynamic Menus to a Single Data Point on Workspaces

Posted on Dec 1, 2015 9:00:00 AM by Exact Macola

This blog post is intended for users who have experience designing custom Workspaces in SSRS and creating Action links for Workspace menus.

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