Synergy product update — March 2021 — Previewing Synergy CRM, Synergy HR, introducing global search

With a new season upon us, we're bringing a whole bunch of new features to Synergy in our March release! Previews of Synergy CRM and Synergy HR, our new Global Search, improvements to invoice templates all about creating #moretimefordesign. Check out the full list below.

NEW — Synergy CRM (Preview)

  • Manage your pipeline efficiently
  • Create opportunities in a few clicks
  • Set to-dos for opportunities

This feature is in beta and is currently free – get in touch with our team if you’d like us to turn it on for you so you can have a look around!

NEW — Synergy HR (Preview)

  • Set leave policies for your business
  • Manage accrual schedules and frequency
  • Include public holiday schedules per office

This feature is in beta and is currently free – get in touch with our team if you’d like us to turn it on for you so you can have a look around!

NEW — Global Search

  • Updates to global search give you a fast and effective way to find the info you need
  • Search across your organisation’s projects, invoices, contacts, and emails
  • Smart ranking and fuzzy search built on Microsoft technology

Learn all about our new global search!

UPDATE — Invoicing Templates

  • We’ve added a new table to invoice templates – ‘Work Breakdown Template’
  • See the entire work breakdown on your invoice, including past stages that are now complete or on-hold
  • Use this when your client needs a full rundown of the project any time you issue a new invoice
  • There’s no longer a requirement to set stages to ‘pending invoice’ status (even when they’re complete) to show them in your invoices

UPDATE — Project Templates

  • Copying project templates now includes project contacts
  • Include your staff that work on different project verticals or job types for efficient project creation

UPDATE — Bug fixes

Fixed an issue where Synergy folders with special characters were not being created in SharePoint 

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