User interface update to enhance its usability and appearance
Responsive design to allow automatic text resizing based on screen size
Simplified menu structure
Customisable logos, fonts and colours
All standard reports now available via the staff portal as saved reports
Data viewer saved views accessible via the staff portal
Client can specify account handler when requesting new jobs
Auto generated email to new client contacts with login and password info
Please note: The client portal is an additional Synergist module
Facility to restrict the type of cost that can be added based on phase type
Gantt charts now include opportunity identifier and % weighting info
Work Allocation Calendar
Contextual filter added to allow view of work by client, job or phase
Invoice approval alerts can now be sent to the client handler only
Billing plans can now be dated relative specifically to the job start date
Time & Expenses
One click submission of all pending time sheet entries for prior weeks
Images of receipts can now be attached to expense lines
Sales & Marketing
"Current pipeline stage date" filter added to the opportunities list
New sales pipeline chart showing opps by value, weighted value or number
Selection and update of multiple contacts based on pasted list of email addresses
All standard reports can now be run from the web interface as saved reports
Data viewer "saved views" can now be run via the staff portal or on a scheduled basis for delivery by email
Posting of payments and receipts to Sage 200 to better handle payments to focus group members etc.
Posting of client and supplier invoice transactions to KashFlow
Synergist v.10.7 will support Flowzone verson 5+ but not earlier Flowzone versions
Synergist v10.7 requires 4D v13. All clients with a 4D maintenance contract will be contacted by the Synergist helpdesk team who will arrange both Synergist and 4D upgrades. Any clients without a 4D maintenance contract should contact us to discuss the various options available.
Synergist v10.7 desktop version requires OS v10.6.x onwards or Windows 7/8 Pro. It does not support Windows XP or OS v10.5.x or earlier.
Synergist v10.7 Server version requires OS v10.6.x onwards or Windows Server 2008/2012
How can we help you?
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.
With over 250 "How To" Guides, FAQs and Trouble Shooting Tips. The Knowledgebase provides an easy to navigate wealth of information for Synergist users.
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v12 is...Faster, better looking and more accessible. A completely new browser interface, with new features including dashboards and drag-and-drop timing plans with dependencies.
View release notes
The technical detail you need to choose Synergist with confidence.
View full specs
Whether you’re an existing user looking for a quick answer, or wanting to explore how Synergist compares to other systems, find answers to some of the most commonly asked questions.
Synergist mobile app
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