Synergist v12.2 includes extensive improvements to the work scheduling areas, new features to make it easier for you to be GDPR compliant and hundreds of other enhancements to further improve both usability and functionality.
A new loading view button gives you an instant summary of loading with colour-coded summaries. Clicking on any loading summary shows all bookings that make up the loading total, and you can drag and drop these bookings in the normal way. You can also choose how many hours of the day each loading indicator represents.
Enhanced user-specific settings allow views to be retained between sessions. Options include filtering by requisition type to better support the situation where more than one team is being scheduled and the requests are handled by different resource schedulers.
A new facility to highlight all bookings related to one client, job or phase and then update them all simultaneously including: move all x weeks, revert all to draft or confirm all.
Right-clicking on a booking now presents multiple time-saving options including:
The UI has been enhanced and additional features added to make the 'My Calendar' an effective communications hub. From a booking in My Calendar you now have instant access to:
The Team Calendar has been removed as all users now have access to the more comprehensive calendar bookings interface in read only mode.
Simple option for the person allocated a booking to update it to reflect its status with these being visible as an Emoji on each booking on the calendar bookings screen.
Status options are: To Do, In Progress, Complete, More Time Required & Stalled
Multiple features have been added to Synergist to make it easier for you to achieve compliance with the GDPR.
We have created a page specifically about GDPR and the features in Synergist that can help you achieve compliance here.
Costs can now be transferred from one phase to another phase / stage with a simple interface for picking which costs are to be transferred where.
There have been numerous enhancements to Billing Plans and associated reporting. In addition there is now the option of including a figure for the value to recognise against each billing plan entry for systems where revenue recognition is in use.
A Standard Paragraphs feature has been added to all text areas allowing commonly used blocks of text to be entered using a # symbol and a short code.
A new single revenue management screen has been added showing a summary of all relevant jobs.
API v3.2 adds new API calls covering purchase estimates / orders as well as consolidating the previous Synergist APIs
Synergist v12.7 brings a simpler UI option, new dashboards plus many more new features and enhancements
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