Synergist v12.3 includes enhancements across the entire system, with a focus on helping you manage the flow of tasks and communications across many projects simultaneously. New features help ensure everyone has instant access to this critical project information, ensuring their time is productive and team communications effective. In addition there are hundreds of other enhancements to further improve both usability and functionality.
A Kanban board is a visual workflow tool that enables your team to manage the flow of tasks in a natural and rewarding manner. You can create multiple boards and customise them to reflect the various status's your tasks flow through. With intelligent options, each user can then control which tasks they see to ensure the boards show just what they require. Each card (task) displays the key information and can even include attached files. Kanban boards are visible at job level or across multiple jobs.
You can now create formatted html documents within Synergist. Ideal for Briefs, Project Specifications, Meeting Notes etc. These can be created:
When you create a new view for yourself or your team, you now have the option to place it on it's own tab. This allows you to customise your Synergist interface by adding a tab for your most commonly used list views.
There is now the option to add checklists to Activities. These can be quickly created manually or you can save them as a template for quick addition to other Activities. These are a great way to ensure all steps have been followed in correctly completing an Activity, and you can add more than one checklist to an Activity if required.
If you enter time against a particular phase & charge code combination for a day and submit it, but then do some more work on it the same day, there is now the option to add an additional timesheet for it within the weekly timesheet interface.
The weekly timesheet interface now saves entries automatically every 30 seconds so even if you forget to save your entries, the changes you've made will have been recorded.
The calendar bookings tool now support the creation of recurring events. This allows you to create a repeating booking and specify the interval. If you were to then delete one of these you get the option to delete all linked future bookings.
In both Calendar bookings and My Calendar we have added a feature to allow quick creation of bookings for non working time (holidays, internal meetings etc). This allows the system administrator to decide on the categories, but for individuals to book this in themselves as tentative bookings. The scheduler can then confirm these bookings.
Users can now choose which details show on bookings in the calendar. As well as client name you can also choose between job / phase description or requisition subject.
Revenue is now displayed as either deferred or accrued value, rather than a positive or negative deferred value.
A new option to allow only recognised amounts to be posted from sales transaction to the accounts P&L, whilst also posting a balancing entry for accrued or deferred income.
v12.3 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.
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