Synergist

Synergist

Synergist version


Staff Portal

  • 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 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

Jobs

  • 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

Sales Invoicing

  • 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

Reporting

  • 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

Accounts Links

  • 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

Flowzone Integration

  • Synergist v.10.7 will support Flowzone verson 5+ but not earlier Flowzone versions

PDF logo transparentFull_Synergist_v10.70_Release_Notes

 

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?

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, our video tutorials give step-by-step instructions to make the most of Synergist. 

Watch videos

Knowledge Base

With over 250 "How To" Guides, FAQs and Trouble Shooting Tips. The Knowledgebase provides an easy to navigate wealth of information for Synergist users. 

Visit knowledge base

Release Notes

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

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.

 

Synergist are sponsors of BMC The Business Marketing Club