With 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