Our last release of the financial year may just be the biggest! Jam packed with new things (Synergy CRM!), updated things, and performance improvements to make your day-to-day smoother. It’s all about #moretimefordesign 

NEW — Synergy CRM 

Manage your opportunities through the sales cycle with this powerful tool. Synergy CRM is free until July 1, 2021. 

• Add new opportunities and take them through the sales cycle. 
• Set targets for your teams and personnel. 
• Get rich data about the companies you’re managing opportunities for. 
• Gain deeper understanding of trends in win/loss reporting. 
• Use Kanban to-dos + opportunity details to get down to the granular level of your sales process.

Enable Synergy CRM in your organisation’s subscription page!

UPDATE — Work Breakdown  

• In the project details page, choose whether to ‘view’ or ‘edit’ the work breakdown. ‘View’ is read-only – for when you need to check details rather than make any changes. 

UPDATE — Rate Groups 

• Set a default rate group per office. 

UPDATE — Revenue Forecasting 

• Chose to remove all forecasted monthly values when you move from linear to custom distribution (rather than manually removing each). 

UPDATE — Internal Project 

• Include the cost centre and discipline from your internal project stages for when you connect to you accounting packages. 

UPDATE — Fixes + improvements 

• Significantly improved performance in the work breakdown. 
• The invoice API endpoint now includes the ‘Invoice Audit’. 
• The transactions API endpoint now includes the expense type (e.g., mileage). 

• Fixed an issue where staff custom fields were always blank when generated in document templates. 
• The headers on the ‘Project financials’ and ‘Transactions’ screens are now fixed when you scroll. 
• You’ll now be notified (via email) when emails/messages/invoices you send to your clients bounce or cannot be sent. 
• Fixed an issue where, when searching for a team on the resource planning board, only primary team members showed (now it shows everyone in that team) 

UPDATE — Fixes

• Fixed an issue where unsuccessful stages were included on the revenue forecasting screen.