Synergist v12.4 Detailed Release Notes - Browser InterfaceTraining
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.
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.
The following are a sample of some of the enhancements and new features in v12.4.
If you wish to read the full release notes for v12.4, they can be found here.
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.
This new job/phase list feature enables the user to switch to a billing plan view which displays multiple billing plans over a number of months. Users can then drill down into the billing plan to make modifications. This view can also be accessed from the client card – so you are now able to see all planned billings for one client.
To allow for easy access to amend billing plans, a new in-line editable view is provided.
For quickly creating a structured set of billing plans on new jobs based on modifiable settings that reflect the way you typically bill.
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.
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.
Synergist v12.7 brings a simpler UI option, new dashboards plus many more new features and enhancements
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