{"id":13543,"date":"2021-10-18T10:53:15","date_gmt":"2021-10-17T23:53:15","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=13543"},"modified":"2022-09-16T09:53:48","modified_gmt":"2022-09-15T23:53:48","slug":"synergy-product-update-october-2021-updates-to-synergycrm-outlook-add-in-schedules-to-dos-and-more","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-october-2021-updates-to-synergycrm-outlook-add-in-schedules-to-dos-and-more\/","title":{"rendered":"Synergy product update \u2014 October 2021 \u2014 Updates to SynergyCRM, Outlook add-in, schedules, to-dos, and more"},"content":{"rendered":"\n\n\n\n\n\n\n\n\n\t<div class=\"content-row row \" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<h3 style=\"font-weight: 400\"><strong><span style=\"font-family: Montserrat\">UPDATE \u2014\u00a0SynergyCRM<\/span><\/strong><\/h3>\n<ul style=\"font-weight: 400\">\n<li>When adding a new opportunity, there will now be the option to select an office. Only offices that are allocated on your staff profile will appear<\/li>\n<li>On the CRM project screen, activity will be created every time an email is saved using the Outlook add-in<\/li>\n<li>If the \u2018Connect to Outlook\u2019 functionality in the Organisation tab is enabled, you will be able to download the email directly from the page \u2014\u00a0<a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/5651988-synergy-crm-outlook-add-in-and-saving-emails\">Read more<\/a><\/li>\n<li>When you create a new call type activity it\u2019s defaulted to the primary contact and will show all numbers associated with them \u2014\u00a0<a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/5652006-synergy-crm-calling-your-primary-contact\">Read more<\/a><\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-family: Montserrat;font-size: 14pt\"><strong>UPDATE \u2014\u00a0Outlook add-in<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>Once the Outlook settings have been configured, any email can be filed on send and will have a category attached to it<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Project schedule<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>There is now functionality that enables you to bulk assign a staff member across stages in a project for their role \u2014\u00a0<a href=\"https:\/\/app.intercom.com\/a\/apps\/wyr51cw9\/articles\/articles\/5651832\/show\">Read more<\/a><\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0To-do\u2019s<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>The title on a to-do is now hyperlinked and will take you to the page where it was created<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Project portals<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>Documents and images are now able to be sorted in the portal. Click on the column names at the top to sort the documents<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Rates<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>There is a new column that has been added on the rates page called \u2018Category\u2019. There are three categories to choose from: Internal, External, and Expenses.<\/li>\n<li>The category column will also appear in the Project rate pages and in the Report module \u2014\u00a0<a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/5651831-categories-in-rates\">Read more<\/a><\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Project financials<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>Discipline and cost centre filters have been added to the Project financials page. When you have used the filters, they will remain across the view<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Document templates<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>A new grouping option has been added to the Fee details table called \u2018Staff name\/Rate value\u2019. It will allow for the number of units and staff name combination to be shown on the invoice<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014\u00a0Transactions<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>WIP transfers can now be completed on the default screen.\u00a0<a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/5027546-wip-transfer\">Read more<\/a><\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>UPDATE \u2014 Fixes + improvements<\/strong><\/span><\/h4>\n<ul style=\"font-weight: 400\">\n<li>A check box has been added in the office settings in Projects and invoices which will allow you to override auto-assigned invoice and credit numbers \u2014 this is selected by default, but can be unchecked manually \u2014\u00a0<a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/5651884-invoice-and-credit-number-settings\">Read more<\/a><\/li>\n<li>An error in timesheets will appear if a staff member is not assigned to the rate they have entered when you try to approve it<\/li>\n<li>Staff must now have an equal or higher access level to be able to terminate another staff\u2019s profile or change their access level in Synergy. E.g., a director will not be able to change the security\/end date for an Assistant admin + System admin.<\/li>\n<\/ul>\n<h4 style=\"font-weight: 400\"><span style=\"font-size: 14pt\"><strong>COMING SOON<\/strong><\/span><\/h4>\n<p style=\"font-weight: 400\">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.<\/p>\n<p style=\"font-weight: 400\">\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>In this release we\u2019re giving you a bunch of Halloween treats with updated features like CRM and Outlook add-in. We\u2019ve worked hard to make your everyday tasks, including WIP transfers, and viewing to-dos, a little easier.<\/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-13543","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Updated SynergyCRM and Outlook add-in make AEC business life easier<\/title>\n<meta name=\"description\" content=\"Check out how your Synergy Halloween treats, including updates SynergyCRM and 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