You will soon notice a few changes when you log in to your TermSync solution. Based on user requests, we're adding a search bar so you can easily get from customer to customer or quickly search for an invoice within TermSync.
With the addition of the search bar, there's been some minor rearranging for a better user experience.
First, let's look at what you currently see when you log in to TermSync.
You land in your Receivables Dashboard. You can then navigate through the series of tabs across the main menu and access additional tabs by hovering over the icon.
Here's a look at what's coming.
First, you'll notice the addition of the search bar. You will be able to use this search bar throughout TermSync for more efficient navigation to your customers and their transactions.
The icon will no longer be displayed. The Credit Application and Customer Satisfaction sections will be included across the main menu.
The Help section will be moved to the far right, near your Profile icon and Language Switcher.
Your Profile drop-down will now include access to your User Profile. For users with the Admin role, access to the Company Account Information section will also be located in this drop-down.
You often hear that change is good and should be embraced. But realistically, change can be hard. Our goal as your A/R solution provider is to keep you in the conversation as changes are made. We are excited to release these updates that allow for more intuitive navigation in TermSync.
If you have any questions or feedback, please contact your account manager or you can email firstname.lastname@example.org.