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Home / English / Synergy tip: Personalize your account cards

Synergy tip: Personalize your account cards

 

All information regarding a customer in Exact Synergy Enterprise can be found on the account card. However, depending on your role in the Customer Life Cycle you are probably interested in only the information you need to do your job.

 

In this short demo you'll learn how to remove and add information and to change the layout so that the information you need is exactly where you want it.

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card, demo, Exact, layout, Synergy, tips

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