Synergist v12.4 includes enhancements across the entire system, with a focus on integration with popular 3rd party collaboration tools, visibility of data and ease of use. Many thanks to all the users whose feedback has helped inspire these improvements.
Add files stored in these popular cloud collaboration systems to Activities, Jobs and Organisations within Synergist.
Send Quotes and Invoices directly from Synergist as pdf's attached to emails through G Suite / Gmail and Office 365 / Outlook on the web
The existing file attachment feature has been enhanced to allow files to be added by drag and drop. It's now quicker than ever to share the files you choose with your team by attaching them to Synergist.
New features to make it easier to see which users are viewing and editing jobs.
An improved method of updating records enables you to simultaneously edit a job while someone is viewing it.
A new interface that in one place allows:
The loading view now allows bookings to be created without switching to the standard view.
For customers that wish to use requisitions as work tickets without creating calendar bookings from them, the requisitions themselves can be now displayed on the calendar bookings interface.
When using a retainer model, it is often a requirement to make block bookings of x hours per day over long periods of time. Additional features have been added to the Calendar Bookings system to help support this way of working:
Useful for booking and tracking bookings spanning several months
If you prefer to book work into calendars in terms of hours per day rather than time per day, it is now possible to hide the start and end times of a booking.
This feature is designed for companies who wish to assign work to staff without necessarily using estimates or creating calendar bookings. Requisitions can now be assigned to a user and viewed on the Kanban board. The user can then create a timesheet directly from the requisition.
v12.4 delivers enhancements and new features to help ensure all your tasks and communications across many projects flow smoothly.
The technical detail you need to choose Synergist with confidence.
Our online help pages offer useful information and guides. Whether you're an admin, full user or you simply want to fill out a timesheet, there's help available.
Providing on-site demonstrations, training, experience and consultation.