You will undoubtedly remember the day in March when we revealed a new menu structure was on the way to Early Access. Who wouldn’t? Well, it’s now all set for general release. So we thought it might be a good idea to show you how to make the most of the intuitive, user-friendly design.
1. A brand new Accounts tab brings together all your contacts in one place, all neatly grouped by type for maximum clarity. Click for customers. Or suppliers.Or prospects. On the overview page just check the relevant filters to display the account types you want to see. Separately, or all at the same time. Easy.
2. The new menu also makes it much easier to follow a specific process from start to finish. Each tab represents a main process, with the most significant milestones represented by subtabs (in chronological order). Take the Sales tab as an example: starting with the initial quotation, you can then follow the pipeline every step of the way to payments and outstanding items.
3. You’ll find that virtually every tab incorporates a new Analysis and results section, providing 360-degree information on the relevant process. That means instant access to all the critical data that helps you make better business decisions.
4. If you can’t find a specific link, try looking under company name > master data. We’ve moved a few things around to streamline the navigation and this is their new home. So the links that you didn’t really use or need will no longer get in the way of the useful ones that you do.
5. If you want to declutter even further, you can remove altogether the options you never seem use (or ask your administrator to do it for you). Those menu paths will then vanish – just make sure you check the option in your user settings. Needless to say, you can always retrieve that functionality in the future if you find you do end up needing it at some point.
More Exact than ever
Hopefully this will get you off to a good start with the new menu, which should be generally available from the 3rd of August. Over 600 users originally tested it out – and that was before Early Access, when thousands more helped to hone it even further. The result is an Exact that’s faster, easier and more efficient to use than ever. But we would say that wouldn’t we? See what you think for yourself.