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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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

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Win Projects That Drive Profit and Avoid the Ones That Don’t.

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Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

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