Staff Portal
- User interface update to enhance its usability and appearance
- Responsive design to allow automatic text resizing based on screen size
- Simplified menu structure
- Customisable logos, fonts and colours
- All standard reports now available via the staff portal as saved reports
- Data viewer saved views accessible via the staff portal
Client Portal
- Client can specify account handler when requesting new jobs
- Auto generated email to new client contacts with login and password info
Please note: The client portal is an additional Synergist module
Jobs
- Facility to restrict the type of cost that can be added based on phase type
- Gantt charts now include opportunity identifier and % weighting info
Work Allocation Calendar
- Contextual filter added to allow view of work by client, job or phase
Sales Invoicing
- Invoice approval alerts can now be sent to the client handler only
- Billing plans can now be dated relative specifically to the job start date
Time & Expenses
- One click submission of all pending time sheet entries for prior weeks
- Images of receipts can now be attached to expense lines
Sales & Marketing
- "Current pipeline stage date" filter added to the opportunities list
- New sales pipeline chart showing opps by value, weighted value or number
- Selection and update of multiple contacts based on pasted list of email addresses
Reporting
- All standard reports can now be run from the web interface as saved reports
- Data viewer "saved views" can now be run via the staff portal or on a scheduled basis for delivery by email
Accounts Links
- Posting of payments and receipts to Sage 200 to better handle payments to focus group members etc.
- Posting of client and supplier invoice transactions to KashFlow
Flowzone Integration
- Synergist v.10.7 will support Flowzone verson 5+ but not earlier Flowzone versions
Full_Synergist_v10.70_Release_Notes
Synergist v10.7 requires 4D v13. All clients with a 4D maintenance contract will be contacted by the Synergist helpdesk team who will arrange both Synergist and 4D upgrades. Any clients without a 4D maintenance contract should contact us to discuss the various options available.
Synergist v10.7 desktop version requires OS v10.6.x onwards or Windows 7/8 Pro. It does not support Windows XP or OS v10.5.x or earlier.
Synergist v10.7 Server version requires OS v10.6.x onwards or Windows Server 2008/2012