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Synergy product update — July 2021 — New SynergyCRM look and feel, SharePoint sync, updates to availability, resource planning, and more

In this first release of the financial year, we’ve made a heap of changes to the SharePoint connector, updated the look and feel of the SynergyCRM, improved invoicing performance, and heaps more.

  

NEW — SharePoint  

  • There are some new options in how you sync to SharePoint! You can now have a SharePoint site per year, a SharePoint site per year and a document library per office, or a SharePoint site per project. Read more.

NEW — SynergyCRM  

  • We’ve taken your feedback and transformed SynergyCRM visually – you’ll now see it split into three panels with more real estate for your to-dos and opportunities.
  • We’ve added a new menu item under the project list to take you straight to SynergyCRM

UPDATE — Availability  

  • Availability will now be included in our business product. Read more.

UPDATE — Resource Planning  

  • Users will now be able to have a read-only view of the resource planning board – they can see what they’re assigned to work on and for how long.

UPDATE — Folder Sync  

  • We’ve added an extra option for naming conventions in Folder sync – ‘Project Number + Project External Name’. Read more.

UPDATE — Fixes + improvements  

  • Added a new API end point for staff calendars
  • Significantly improved Invoice performance by no longer immediately adding all stages to a draft
  • You can now see the start and expiry dates of add-ons you’ve purchased in your subscription page
  • The columns headers on timesheets will now freeze as you scroll down the page.

More To Explore

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