Synergy product update — May 2021 — Stage-specific rate restrictions, staff menu navigation, and inactive staff filterMay 17th, 2021
A short, sharp release for May while the team are working on launching Synergy CRM + Synergy HR very soon. Check out what’s new below.
NEW — Stage-specific rate restrictions
- You can now restrict a stage to specific rates in your work breakdown. This means that only rates with a stage-specific value will be able to have time put against them. Read more about it in our knowledge base.
UPDATE — Staff
- We have customised the staff menu to make it simpler and easier to navigate – you’ll see it segmented and grouped in a different list.
- We added a filter on the staff rate summary page to view ‘inactive’ staff.
UPDATE — Fixes
- Fixed an issue where unsuccessful stages were included on the revenue forecasting screen.