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.
Synergist v12.5 includes over 100 enhancements to existing features, new areas of functionality and interface improvements — all designed to improve useability.
Below are a sample of some of the enhancements and new features in v12.5. The following link is to a PDF of the Full Release Notes for v12.5
Scheduled reports can be set to post to Slack or Teams channels to provide automated regular updates to the entire team
Posting of sales and purchase transactions directly into QuickBooks Online, negating the need for 3rd party integration tools
Create a batch of draft invoices in a single process across multiple clients and jobs.
Ability to lock / unlock multiple billing plans simultaneously from the 'Actions' button
Task date indicators to highlight any bookings outside of the relevant date range
Multiple refinements to the Time & Bookings interface that was introduced in v12.4
Support for use of Emoji in Synergist text fields
... and also for animated GIFs
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
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.
Providing on-site demonstrations, training, experience and consultation.