Synergy product update — February 2021 — Updates to Planning board, invoicing, projects, SharePoint
February 21st, 2021With the sweet scent of Valentine’s Day still in the air, we wanted to let you know; we love you, Synergy community. Not in a weird way – more in a ‘thanks for supporting us, always asking great questions, and giving us ideas for new features’ kinda way. It’s a short month, and a quick release featuring some changes to the planning board, work breakdown, and invoicing aimed at improving performance and reducing the noise. Check out the new shiny bits below.
UPDATE — Planning board
- Projects now default to proposal and active stages only
- Use the R Menu to remove staff (and/or role) in the project schedule
- Filter roles by office
UPDATE — Invoicing
- Performance improvements in draft and finalisation time
UPDATE — Projects
- Start and end dates boxes automatically appear in create project screen
- Work breakdown (and all WB screens) default to active and proposal stages only
UPDATE — SharePoint
- Choose to create a ‘Total Synergy’ folder (or not!) when you sync your projects to SharePoint
UPDATE — Bug fixes (and bits + pieces)
- Fixed an issue with the target revenue totals on the revenue forecasting screen showing incorrect currency symbols
- Fixed an issue with invoices occasionally getting stuck in draft
- Fixed an issue with custom field filtering not showing all results when the record has more than 1 multi-select value checked