Synergist v12.8 Release Summary

Synergist v12.8 includes many of the bigger development tasks that were on the wish list. These include customisable lists, batch emailing of invoices, Single Sign on and many other improvements. v12.8 makes Synergist both quicker and more convenient to use.

Below are a sample of some of the enhancements and new features in v12.8. To read the full release notes please use this link Synergist v12.8 Release Notes

Customised List Views

Create your preferred list views by choosing which columns are in your list and setting the order, display width and any filters. This can all be stored as a single ‘View’.

List features now include:

Column auto resizing
Display Multiple Thermometers simultaneously
Enhanced Views (e.g. clients with no new jobs in last 12 months)
Remembering last location in a list when returning to it

One Click Calendar Bookings

The ability to create calendar bookings just by drawing them on the chosen time/day and then selecting the relevant details
Improved copy and paste of calendar bookings using clipboard functionality
Thermometers added to Calendar / Capacity Views to more clearly show loading
Improved Requisitions search
Charge Code and Hours added to Requisitions List
Colour Coding by Client now available in Calendar Bookings

Batch Emailing of Invoices

From the invoice list, users of the Office 365 mail system can now select multiple invoices for sending as a single batch.

Scheduling Dashboard

A new capacity chart to show bookings vs capacity with a split of chargeable vs non chargeable bookings and holidays.

This is broken down further showing a split by team. Then further showing individual team members.

Data shown:

Total Capacity
Booked Hours (chargeable / non-chargeable)
Holidays in Days
Remaining Capacity

Handler Targets

Handler Targets can now optionally be used in place of Client Targets. The targets can be entered in the File Maintenance area for all relevant staff.

Data Viewer Dashboard

Views created in the Data Viewer can now be added to a new Data Viewer Dashboard
Both Tables and Charts can be added
Multiple Charts can be added to create your own custom dashboard

Dashboard Improvements

You can now rearrange panels in dashboards and input forms
Display data viewer views in dashboards
Multiple options added to the Target and Orders dashboard which is now labeled Targets and Jobs
New Average Spend by Sector panel added to the Sales Dashboard

Mandatory MFA

Choice of ‘Optional’, ‘Remind User’ or ‘Mandatory’ when enabling Multi Factor Authentication for each user.

Microsoft Single Sign On

You no longer need to remember a username and password to access the Synergist browser interface, if you have a Microsoft 'Work' account.

Once you've authenticated your Microsoft 'Work' account, Synergist will just open without prompting for login details.

Gantt Chart Additions

Phases and stages can be added directly through the Gantt chart
Descriptions can now be edited directly in the Gantt
Access multi-job Gantt from job list, client card, project card
Move multiple items forwards or backwards simultaneously within the Gantt chart

More v12.8 features

@Mentions added to Job & Phase Comments and Synergist Documents
New Thermometer showing % of estimate used
Images can now be added to the Comments field of Jobs and Phases
Drag and drop sorting of 'Stages' in the 'Schedule' tab

New Daily Timesheet screen
Option to bypass timesheet approval for certain Teams
Enhanced payment term feature for Suppliers
Enhanced 'Create Email' popup

Full Synergist v12.8 Release Notes

How can we help you?

Training

Our Implementation partners, The Agency Works, are on hand to help you with your system. They offer personalised team training, on-site or online, one-to-one or in small groups. To arrange it or find out more, contact The Agency Works or ask your account handler directly.

Find out more