The following are a selection of the features and usability improvements that have been added to Synergist v10.5. These satisfy the most popular requests received from our client base of over 12,000 users. Thanks to all users who have submitted requests and helped refine these features to ensure Synergist continues to deliver new functionality that works in the real world.
Sales & Marketing
Targets can now be set against clients to give a powerful income forecasting solution
A new pipeline tool has been added to give excellent visibility of income forecast (new and repeat business) vs target vs actual
Social networking details can now be stored against contacts for Linkedin, Twitter and Facebook.
Browser Timesheets and Staff Portal
Significant improvements to the appearance and usability of the weekly timesheet interface
Facility to add images of users, to make it easier to identify who has posted comments in the portal and improve the usability of the team calendar
Improvements to the advanced job creation facility within the employee portal to support custom fields
"Targets", "Current Stage" and "Stage" have been added to the data viewer cutter
The facility to filter data at job or phase level has been added
Work Allocation Diary
Non-working days can now be defined on a resource specific basis and on a country by country basis
The view of bookings can now be filtered by team
Support for multiple time zones has been added to the calendar booking interface
Client Portal - note this is an additional module
Multiple email alerts have been added to ensure all contacts on jobs are kept aware of any new "comments" or "job requests"
We have created a hosted SMTP service for sending email alerts to your client contacts who are using the client portal
User thumbnails can be added to the client portal to make it easier to identify who has made which comments
Numerous enhancements to billing plans including the facility to restrict them to job or phase level only
Multi Country / Time Zone Support
Support for organisations with employess working in a multiple timezones and with non UK date formats
Currency cost rates for users. Ideal for a user based in a different country to the company they are working for
Batch creation of draft invoices via a wizard has been added as a new feature
Batch creation and sending of pdf versions of invoices attached to emails
Group Access Rights
Access rights can now be defined at group level as well as user level to make user administration quicker and simpler for larger sites
A facility has been added to utilities to allow timesheets to be reversed out of the system
A new super user mode has been added allowing administrators to assume the identity of any other user of the system.
Posting of Sales and Purchase transactions into the Xero accounts system
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, our video tutorials give step-by-step instructions to make the most of Synergist.