Synergist v12.7 Release Summary


Synergist v12.7 includes a new simple UI navigation option that's ideal for new users, @mentions and the facility to paste images into activities, plus many other interface improvements and new pieces of functionality.

These are a sample of some of the enhancements and new features in v12.7. To read the full release notes please use this link Full Release Notes for v12.7


Simpler UI option

  • A new UI for non-power users to simplify navigation and allocate maximum screen space to the task in hand.
  • Unused tabs are now hidden unless data has been previously entered. This makes it very easy to see what has and hasn’t been created on a job whilst simplifying the navigation.
  • Re-ordering of tabs. The default tab order has been changed to better reflect the most common workflow. If you prefer an alternative tab order, you can change it.

Kanban & Activities

  • @mentions have been added to activities that generate an email alert to the mentioned user
  • New facility to allow images to be pasted into the comments area
  • Kanban user groups have been created to allow more granular control over which boards a user can access and which updates they can make
  • Re-order Kanban cards automatically by either ‘Due date’ or ‘Owner’
  • Kanban cards can show all booking and timesheets related to that job / phase

Calendar

  • ‘Highlight’ feature allows searching by text with potential matches highlighted
  • More control over column widths in Weekly and Monthly view
  • More control over the descriptions of bookings to optimise screen use for different ways of working.
  • Option to open with Teams collapsed to speed up initial load for larger teams
  • More control over hover tip info allowing the choice of Full, Minimal or Off
  • Enhanced Loading view with improved facilities for moving individual bookings
  • Combined Calendar / Kanban working method which auto-allocates activity owner on requisition

Gantt Charts

  • Inline date editing can now be done with the date picker as well as by dragging bars
  • Move the entire Job / Phase by dragging the relevant bar
  • Multiselect to move more than one stage at the same time.
  • Today line added to clearly identify the current date on Gantt charts
  • Double click on bars to see more details in a pop up with drill down options
  • PDF and Image options on Gantt chart have improved formatting
  • Full-screen mode added to Gantt charts to improve the usability on more complex jobs

Billing Plans

  • Batch updating of billing plans to lock / unlock a selection of billing plans in one process
  • Batch quick add billing plans to quickly create a set of billing plans
  • Batch draft invoice a selection of billing plans

Payment status of invoices now displayed

  • Synergist systems linked to Xero, Sage Business Cloud Accounting & QuickBooks Online now show the payment status of invoices

Personal Dashboard

  • New ‘at a glance’ personal dashboard summary with drill-down facilities to relevant areas of Synergist
  • Facility to add your own panels to the ‘at a glance’ dashboard

Management Dashboard

  • New earnings per head metric added to the Management Dashboard

New Performance Dashboard with groupings by Team

  • Utilization vs Chargeable Target
  • Staff utilization summary
  • Chargeable hours vs target
  • Chargeable value vs target 

Expenses

  • Previewing of expense attachments by hovering on the attachment icon
  • Two new exports added to main lists: Expense Sheets, Expense Lines

Reporting and Report Exports

  • New reports showing:
    • Profit by individual sales invoice
    • Managed Client Sales Orders by Order Number
    • Managed Client Sales Orders by job
  • 20 new export versions of reports have been added

Filtering & Views

  • A simplified method of creating a filtered view of any main list and saving it as a named ‘View’
  • ‘Table of Views’ has been enhanced to allow:
    • Rename a view
    • Delete a view
    • Add / remove a view from the ‘At a glance’ dashboards
    • Add / remove a view from the tabs of the input forms

Timesheets

  • Multiple timesheet entries per cell in the weekly timesheet interface
  • Option to specify start and end time on timesheets rather than just hours worked
  • Timesheet Reports can now be filtered by Freelancers / Employees

Miscellaneous

  • New feature to allow uninvoiced phases to be moved between jobs
  • Support for ‘Standard Paragraphs’ in email creation allowing commonly used blocks of text to be inserted
  • Batch approval of purchase orders
  • Supplier batch update, new options added
  • New options added to user preferences to allow users to further personalise their experience
  • Custom fields now available on supplier contacts

How can we help you?

Training

Whatever help you need, you’ll get it. To arrange on-site or online training please contact your account handler directly or drop us an email. Alternatively, The Agency Works run regular webinars to help you get the most out of Synergist.

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Release notes

Synergist v12.7 brings a simpler UI option, new dashboards plus many more new features and enhancements

v12.7

Online help

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.

Online help

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.