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Synergy product update — October 2021 — Updates to SynergyCRM, Outlook add-in, schedules, to-dos, and more

October 18th, 2021

Halloween may be near, but this release has no spooky surprises just some great treats, from us to you! We’ve updated features like CRM and the Outlook add-in. We’ve worked hard to make your everyday tasks, including WIP transfers, and viewing to-dos, a little easier. This month it’s the little things that have gone the longest way. Read about all the changes below.


UPDATE — Outlook add-in

UPDATE — Project schedule

UPDATE — To-do’s

UPDATE — Project portals

UPDATE — Rates

UPDATE — Project financials

UPDATE — Document templates

UPDATE — Transactions

UPDATE — Fixes + improvements


A new Total Synergy Community will be launching soon! This community will allow you to interact with the Total Synergy staff and other customers in ways you never have before. You will be able to ask questions, share ideas, learn about best-practice, and hear about new features.