NEW — Synergy CRM (Preview)
- Manage your pipeline efficiently
- Create opportunities in a few clicks
- Set to-dos for opportunities
This feature is in beta and is currently free – get in touch with our team if you’d like us to turn it on for you so you can have a look around!
NEW — Synergy HR (Preview)
- Set leave policies for your business
- Manage accrual schedules and frequency
- Include public holiday schedules per office
This feature is in beta and is currently free – get in touch with our team if you’d like us to turn it on for you so you can have a look around!
NEW — Global Search
- Updates to global search give you a fast and effective way to find the info you need
- Search across your organisation’s projects, invoices, contacts, and emails
- Smart ranking and fuzzy search built on Microsoft technology
Learn all about our new global search!
UPDATE — Invoicing Templates
- We’ve added a new table to invoice templates – ‘Work Breakdown Template’
- See the entire work breakdown on your invoice, including past stages that are now complete or on-hold
- Use this when your client needs a full rundown of the project any time you issue a new invoice
- There’s no longer a requirement to set stages to ‘pending invoice’ status (even when they’re complete) to show them in your invoices
UPDATE — Project Templates
- Copying project templates now includes project contacts
- Include your staff that work on different project verticals or job types for efficient project creation
UPDATE — Bug fixes
Fixed an issue where Synergy folders with special characters were not being created in SharePoint
