{"id":11134,"date":"2021-02-21T22:35:04","date_gmt":"2021-02-21T22:35:04","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=11134"},"modified":"2022-09-16T12:17:18","modified_gmt":"2022-09-16T02:17:18","slug":"synergy-product-update-february-2021-updates-to-planning-board-invoicing-projects-sharepoint","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-february-2021-updates-to-planning-board-invoicing-projects-sharepoint\/","title":{"rendered":"Synergy product update \u2014 February 2021 \u2014\u00a0Updates to Planning board, invoicing, projects, SharePoint"},"content":{"rendered":"\n\n\n\n\n\n\n\n\n\t
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UPDATE \u2014\u00a0Planning board<\/strong><\/span><\/h4>\n
    \n
  • Projects now default to proposal and active stages only<\/li>\n
  • Use the R Menu to remove staff (and\/or role) in the project schedule<\/li>\n
  • Filter roles by office<\/li>\n<\/ul>\n

    UPDATE \u2014\u00a0Invoicing<\/strong><\/span><\/h4>\n
      \n
    • Performance improvements in draft and finalisation time<\/li>\n<\/ul>\n

      UPDATE \u2014\u00a0Projects<\/strong><\/span><\/h4>\n
        \n
      • Start and end dates boxes automatically appear in create project screen<\/li>\n
      • Work breakdown (and all WB screens) default to active and proposal stages only<\/li>\n<\/ul>\n

        UPDATE \u2014 SharePoint<\/strong><\/span><\/h4>\n
          \n
        • Choose to create a ‘Total Synergy’ folder (or not!) when you sync your projects to SharePoint<\/li>\n<\/ul>\n

          UPDATE \u2014 Bug fixes (and bits + pieces)<\/strong><\/span><\/h4>\n
            \n
          • Fixed an issue with the target revenue totals on the revenue forecasting screen showing incorrect currency symbols<\/li>\n
          • Fixed an issue with invoices occasionally getting stuck in draft<\/li>\n
          • Fixed an issue with custom field filtering not showing all results when the record has more than 1 multi-select value checked<\/li>\n<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n\n\n

            <\/p>\n\n\n\n

            <\/p>\n","protected":false},"excerpt":{"rendered":"

            With the sweet scent of Valentine\u2019s 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. <\/p>\n","protected":false},"author":1,"featured_media":19072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[4],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-11134","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"\nSynergy\u2019s updates to planning board, invoicing, projects, SharePoint<\/title>\n<meta name=\"description\" content=\"Check out the changes to the planning board, work breakdown, and invoicing aimed at improving performance and reducing the noise\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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