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