Synergy product update — February 2021 — Updates to Planning board, invoicing, projects, SharePoint

With the sweet scent of Valentine’s Day still in the air, we wanted to let you know; we love you, Synergy community. Not in a weird way - more in a 'thanks for supporting us, always asking great questions, and giving us ideas for new features' kinda way. It's a short month, and a quick release featuring some changes to the planning board, work breakdown, and invoicing aimed at improving performance and reducing the noise. Check out the new shiny bits below.

UPDATE — Planning board

  • Projects now default to proposal and active stages only
  • Use the R Menu to remove staff (and/or role) in the project schedule
  • Filter roles by office

UPDATE — Invoicing

  • Performance improvements in draft and finalisation time

UPDATE — Projects

  • Start and end dates boxes automatically appear in create project screen
  • Work breakdown (and all WB screens) default to active and proposal stages only

UPDATE — SharePoint

  • Choose to create a ‘Total Synergy’ folder (or not!) when you sync your projects to SharePoint

UPDATE — Bug fixes (and bits + pieces)

  • Fixed an issue with the target revenue totals on the revenue forecasting screen showing incorrect currency symbols
  • Fixed an issue with invoices occasionally getting stuck in draft
  • Fixed an issue with custom field filtering not showing all results when the record has more than 1 multi-select value checked

More To Explore



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