13 Jun 2019

How to Fix Mail Link Issue between Outlook & SuperOffice

Over the last couple of months, we have been made aware of the same issue arising between Outlook and SuperOffice for our customers. The issue at hand is the ability to archive emails from Outlook to SuperOffice persistently disables on Outlook, therefore making users unable to archive emails.

Luckily, there is a simple fix to this issue which everyone can do! Here is our quick and handy guide to fixing the mail link issue between your Outlook and SuperOffice.

Step One: Check for Installation of Add-in

To simply check for the ‘SuperOffice Ribbon’ in your Outlook, go to Outlook, File, Options and then Add-ins.

Can you not see a ‘SuperOffice Ribbon’ amongst your add-ins as shown in the screenshot below? This may mean that you need to install the add-in.

Installation of SuperOffice add-in to Outlook.

 

Need to know how to install the SuperOffice Ribbon?

Simply follow these steps:

  1. Go to your Control Panel.
  2. Look for either SuperOffice Mail Link or something that could be that, for example, ‘SO Mail’
  3. Uninstall the application if it is older than v11.2.6985
  4. Go to the following URL and download the latest SuperOffice Mail Link: https://www3.superoffice.com/DownloadService/
  5. Follow the instructions for installing the application, allowing the application permission to your computer.
  6. Once done, you may be asked for your username and password to be entered. If so, enter your details. If you do not get asked, then go to the add-ins menu in Outlook and enable it*. It should then appear in Outlook.

*Follow to step three to learn how to enable the add-in.

Step Two: Check for Inactive Add-in

Another reason for the add-in not working is if it is an inactive application. To find out if that is so, go to Outlook File, Options and then Add-ins. 

You will see at the bottom of the pop-up Outlook box, there is a ‘Manage’ section with a dropdown menu. Click on the dropdown menu for ‘COM Add-ins’. Then click ‘Go…’

Inactive SuperOffice add-in with Outlook.

Once you have completed this step, another pop-up Outlook window will appear, in which you then click on the ‘SuperOffice Ribbon’ add-in option. Click ‘Ok’ once finished.

Activating SuperOffice add-in for Outlook.

 

Finally, close and re-open your Outlook to find that the SuperOffice Ribbon add-in now appears.

Step Three: Check for Disabled Add-in

One last check you can conduct is to see if the SuperOffice Ribbon add-in is disabled. To see if it is disabled, you must open the Outlook options box once more via Outlook, File, Options and then Add-ins.

You will see at the bottom of the pop-up Outlook box, there is a ‘Manage’ section with a dropdown menu. Click on the dropdown menu for ‘Disabled Items. Then click ‘Go…’

Disabled SuperOffice add-in with Outlook.

If your SuperOffice Ribbon add-in is disabled, then you will see the add-in amongst the disabled items pop-up Outlook box. Click on the SuperOffice Ribbon add-in to highlight it, then click the ‘Enable’ button.

Enabling SuperOffice add-in for Outlook.

Finally, close and re-open your Outlook to enable the add-in.

Are you still experiencing issues with your Outlook?

If you find that you are still having issues with your Outlook and SuperOffice add-in not working correctly, please get in touch with Synergy Technology on 0345 456 0050 and we will assist you to the best of our ability.

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11 Jun 2019

New Holiday Planner Integration for SuperOffice

At Synergy Technology, we understand the pressures that are faced by SMEs for keeping track of holiday requests and other staff absences.

Hence, we have developed a Holiday Planner plugin which can be integrated into your SuperOffice CRM system to help you to take control with a complete holiday planning solution. Learn how you can take out the frustration of holiday management with Synergy Technology below.

Key Features of our Holiday Planner

  1. Calendar organisation
  2. Review holiday requests
  3. Employee-specific holiday allocation
  4. A centralised hub
  5. Clarity for your employees
  6. Easy to use

Read more about the key features of our holiday planner here: Holiday Planner from Synergy Technology

How will my company benefit?

Your company can benefit from using our Holiday Planner by creating a more effective line of communication between yourselves and your employees. The holiday planner can help to speed up any holiday requests and the approval process, therefore become an effective time-saving solution.

Moreover, it will allow for you to have more control to effectively manage holidays and holiday requests, therefore you can avoid any staff shortages at key times throughout the year as well as minimising any holiday clashes.

Effective holiday management can help to raise employee morale, in which Synergy Technology can help to offer you this with our Holiday Planner.

Would you like to find out more about the Holiday Planner plugin for SuperOffice from Synergy Technology? Get in touch on 0345 456 0050 today for details.

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22 May 2019

KCPOS, KC Stock, KC eCommerce & MJM Add-Ons

Synergy Technology is an established provider of the award-winning Pegasus Opera 3 system.

Opera 3’s powerful capabilities let you control tasks including accounting and payroll out-of-the-box. Now, with the option of add-ons from Synergy Technology, you can use Pegasus Opera to accomplish an even wider range of tasks.

We can expand your Opera 3 system’s operational capabilities using add-ons including MJM, KCPOS, KC Stock and KC eCommerce.

MJM

The MJM add-on for Opera 3 is a comprehensive software expansion which can perform an array of helpful tasks. It is a Warehouse Management System (WMS), taking control of all stock movements, in or out of the business and between warehouses. Our experts can integrate MJM with your existing system to fully unlock its potential as a business management software.

From industry-leading barcode technology to support for scanners, printers and stock control modules, MJM provides an unprecedented level of control for businesses of all types.

This add-on is particularly well-suited to businesses that trade in goods, whether through retail, manufacturing or via distribution and logistics.

Speak to the Synergy Technology team today about how MJM could be used to streamline and optimise your business operations.

­KCPOS

Synergy Technology is an official reseller of KCPOS. The KCPOS add-on is a fantastic addition that facilitates easier management of EPOS systems, stock control, accounting and even websites. This affordable option provides the tools you need to manage multiple departments and is particularly useful in warehouses.

Industries that could benefit from a KCPOS add-on include:

  • Tourist attractions
  • Retailers
  • Trade counters
  • Wholesale
  • Distribution
  • Hospitality

Using KCPOS in any of these industries (including others not listed here) can help to improve operational efficiencies, save you both time and money.

To learn more about how KCPOS can make your Opera 3 system even more useful, be sure to get in touch with our friendly team.

KC Stock

KC Stock enables lines of communication between your business’s different systems, helping you make more informed decisions. From websites to accounting and more, having the information you need to-hand at any given point can prove vital.

By bridging the gaps between your system’s databases and through the application of native data syncing, KC Stock can provide on-demand, synchronised data with a minimum of fuss. It’s the intelligent way of ensuring your business is running as it should be.

KC eCommerce

The KC eCommerce add-on creates a simple link between your e-commerce website and your Opera 3 accounting system. This helps to streamline the online payment process and keeps your finance and accounts departments in control.

This software helps you to:

  • Automatically transfer product, pricing and customer account information
  • Take web orders directly from your internal stock record
  • Enable 24/7 connectivity between your office and your website

Pegasus Opera 3

For more details about the outstanding Pegasus Opera 3 system, please visit our website today. Remember: you can ask our technical team about any or all of these add-ons by calling 0345 456 0050 now.

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21 May 2019

Pegasus Opera with XRL

There are various add-in features available to Pegasus Opera users which can provide you with necessary additional features which you require at your company. One of the popular add-ins features available is Pegasus XRL.

What is Pegasus XRL?

Pegasus XRL is a powerful and flexible Microsoft Excel tool which provides an easy and effective way of extracting your financial information directly from your live data held within your Opera 3 system to an Excel spreadsheet. You can retrieve, view, analyse and manipulate what could often be complex business reports into a familiar spreadsheet environment.

This helps to eliminate the need for re-keying and copy-and-pasting, whilst ensuring that no crucial data falls through the cracks. This add-in features is available for Opera 3, Opera CIS and Opera Operations II.

Ease of Use

Pegasus XRL will appear like any other add-in feature in Excel, as an additional menu item in Excel, which every user can quickly learn how to fully utilise Pegasus XRL through the XRL Wizard. With just a few clicks, users can create bespoke reports from scratch or through templates provided based on live data from Opera 3.

To extract the data into Excel, you simply need to select your company, identify the area of the system you are interested in (such as payroll, stock, sales, costing etc.) and choose your required fields. All the instructions and data retrieved are written in simple English, eliminating any technical jargon making it user friendly for all at your company.

Reporting Power

Producing reports within XRL can be quick and easy, in which further reporting power is provided with multi-dimensional analysis tools such as Cube Analysis and shortcuts to Excel Pivot Tables. To generate the reports, you able to create links between your data in Pegasus Opera and cells in a spreadsheet. This all enables for you to present accurate and up-to-date information effortlessly.

Drilldown

The drilldown feature in XRL allows for you to investigate your imported data in Excel and drill down to the transactions behind each data field. By using this feature, you help to save yourself time by having an immediate answer to the transactions behind the field, therefore you would not have to refer to your Pegasus Opera. This is useful for ecommerce businesses wanting to extract invoice numbers for a customer to work out their turnover value.

Reporting back to Pegasus Opera

Another great feature with XRL is that it works both ways! You can take information prepared in Excel and write it back into your Pegasus Opera using the Data Send Facility. Not only does this feature save your time, but it also eliminates the need to undertake mundane repetition of manual input and reduces risk of human error.

Benefits to Pegasus XRL

Pegasus XRL has proven to be an effective cost-effective tool for Pegasus Opera customers. The main benefits to your and your company include:

  • Save time due to reduced manual entry
  • High levels of security to ensure sensitive data is only accessible to relevant personnel
  • High level of accuracy with data transfers
  • Improved results to act upon with powerful analytical tools
  • Instant management information to enable you to make faster decisions
  • Reporting tools make data easier to understand
  • Information can be retrieved from anywhere at any time through online reports.

 

If you want to learn more about the Pegasus XRL add-in feature, then you can get in touch with Synergy Technology today on 0345 456 0050.

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09 May 2019

How Can eMarketeer with SuperOffice Integration Benefit Your Company?

Through eMarketeer, small and large businesses have been able to grow their marketing efforts and create more engaging content, helping them to have an in-depth understanding of their customers.

eMarketeer is a multi-purpose platform in which you can manage all your marketing tasks with one tool, enabling your company to control multiple channels. The best part is that you can easily integrate your SuperOffice CRM with eMarketeer!

Here are 6 ways in which eMarketeer can help to benefit your company.

  1. Email Marketing

Your company can create powerful and meaningful newsletters and email campaigns with email marketing from eMarketeer. The software comes equipped with plenty of responsive templates, which work smoothly with both web browsers, tablets and mobile devices. Each template is customisable so that your company can personalise emails to specific customer bases.

  1. Event Management

eMarketeer allows for you to create, schedule, automate and execute your entire event process, which follows from pre-event communications all the way through to post-event follow ups. By using emails and smart forms, you can help to create awareness and easily register participants to your event.

Another great feature is that you can set automated reminders to let eMarketeer keep track of your invitees and people who have not registered for your event yet to send automated reminders, as well as informing your sales team in real-time about which customers are attending.

  1. Web Surveys

Web surveys are a fantastic way to find out more about your customers and their opinions & thoughts on matters. Through eMarketeer, you can create quick evaluation questionnaires and full-scale multi-page surveys.

Just like the email marketing feature, there are survey templates to help save your company time and effort, as well as an intuitive learning curve, so no developer skills are needed. Finally, with a huge set of question types, you can strike the perfect balance between respondent experience and data quality.

  1. Website Monitor

The website monitor feature offers advanced data on visitors to your website and what pages they spend their time on but shown in a simple way to make it easier for everyone at your company to understand.

This part of eMarketeer can help your company to create targeted campaigns based on your visitor’s behaviour, as well as providing an in-depth insight of leads on your website to your sales team better understand your leads interests.

  1. Facebook Marketing

Your company can effortlessly create custom Facebook pages using the page editor feature in eMarketeer. You can choose between templates ready for Facebook and then customise these to meet your company’s needs, brand and style. You can also add media into the pages, such as videos, audios and slideshows to make the Facebook pages more engaging.

But it doesn’t just stop there, you can also build Facebook posts and set trigger points that search for pre-defined actions and engage when rules are met, initiating a chain of events across all your channels.

  1. Mobile Marketing

Linked closely to email marketing, you can create responsive and stunning emails that are compatible with mobile devices, which widens your audience reach. But your company can also include text messaging and mobile apps into your marketing mix.

You can create personalised text messages to your customers and leads to boost communication, as well as easily creating and distributing your own mobile apps. Such apps include event apps and customer services apps. The best part is that there is no coding required during the app development stage.

 

Through the integration of SuperOffice with eMarketeer, you can gain qualified leads from both your web and marketing activities, which are delivered automatically to your CRM. Your sales team can receive real-time leads

To summarise, the integration of eMarketeer with your SuperOffice can help your company’s sale team to gain qualified, real-time leads from your web and marketing activities, delivered automatically to your CRM.

Need assistance in setting up eMarketeer with your SuperOffice CRM? Get in touch with Synergy Technology today for our help on 0345 456 0050.

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01 May 2019

How to Spot & Prevent Phishing Attacks

You have most likely encountered phishing at some point, whether it be through emails, calls or instant messages in which people may be asking for access to your computer, your personal details or other data that needs to be protected. People can sometimes be tricked out by providing these thieves with passwords, account numbers or personal identification details. Therefore, it is your duty to ensure that you don’t get caught out and that you are aware of what a phishing attack looks like and the best ways to protect yourself.

Here are 5 ways to spot a phishing email.

Poorly written email

When reading through the email, check for spelling and grammatical errors. Genuine emails will have been checked for spelling and grammar mistakes by employers to maintain a professional line of communication and to uphold their ethos, whereas phishing emails are usually riddling with mistakes. Also, check if the email makes sense to you when reading it, as poorly constructed sentences are another sign of a phishing email.

It is even suggested that scam emails are deliberately poorly written to ensure that they only trick the most gullible targets.

The web and email addresses do not look genuine

This can be tricky to see at times, depending on how well-crafted the scammer has been to cover their tracks. If you glance at the email details, usually visible at the top of an email, you can view the sender’s details to see if a bogus variation of an email address has been used to appear authentic. For example, @mail.airbnb.work as opposed to @Airbnb.com

When checking for malicious links that have been concealed with the body of email text, you can hover over each link and inspect it before clicking on it. The actual link will appear and if it includes symbols or doesn’t resemble a genuine link, then do not click on it.

Generic salutations

Usually, with phishing emails, a generic salutation is used such as ‘Dear Customer’, which is usually because phishing emails are sent out in large batches to various people. Therefore, using impersonal salutations saves the scammers time, so if your name is not included in the great and the email overall feels impersonal, it is probably a phishing email.

Asking for personal information or email contains personal information

Sometimes emails can appear authentic, but the email contains strange requests which you wouldn’t normally expect. It is important to keep an eye out for emails requesting for personal information like your banking details or login credentials.  A genuine company would not ask you for information like this, unless necessary, but even then, they would not request this kind of information over an email.

Alternatively, you can receive an unexpected email containing personal information about yourself. This can include information about your previous employment which scammers could have retrieved from social media, such as a public LinkedIn profile. This may make the email appear more convincing to you but no genuine companies would include your personal information in an email, instead, they would ask you to review your details online with a secure link.

The message is designed to make you panic

It is common for phishing emails to contain messages that are designed to make you panic. The email may claim that your account is comprised or that it will be deleted in 24 hours, in which the only way to verify it is to reply with your login details. Most of the time, these are phishing emails, but if you are concerned about your account being deactivated, then you can get in touch with the company directly by visiting their trusted website and finding the contact details they provide.

How do I protect myself?

There is no guarantee that you will always be protected, but by implementing an adequate cybersecurity process in place at your company, you will be more protected against phishing attacks and other email-borne threats.

Moreover, make sure that you educate yourself on the different ways scammers send phishing emails and become aware of what each phishing email contains. If you are every unsure about an email, then delete it and get in touch directly with the company through the contact details you find on their website. When in doubt, throw it out!

Finally, an important tip to remember is that if something doesn’t look right then trust your instincts – they are more than likely right.

If you need a review of your cybersecurity protocols, then get in touch with Synergy Technology on 0345 456 0050 for our help.

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