{"id":18729,"date":"2022-09-12T08:00:00","date_gmt":"2022-09-11T22:00:00","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=18729"},"modified":"2022-09-21T13:56:02","modified_gmt":"2022-09-21T03:56:02","slug":"synergy-september-release-delivering-new-improvements-to-increase-your-efficiency","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-september-release-delivering-new-improvements-to-increase-your-efficiency\/","title":{"rendered":"Synergy September Release: Delivering new improvements to increase your efficiency"},"content":{"rendered":"\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n\n\n\n\n\n\n\t<div class=\"content-row row no-padding-top\" 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 data-renderer-start-pos=\"12\"><span style=\"font-size: 18pt\">Have greater control over your customer data with enhanced reporting in SynergyCRM<\/span><\/h3>\n<p><span data-contrast=\"auto\">Managing your customer data effectively isn&#8217;t easy. SynergyCRM already gives you the ability to centralise and keep track of your data. Now we\u2019re taking it even further with enhanced reporting options to give you greater control over how you view and analyse your customer information.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">New standard reports have been added, wh<\/span><span data-contrast=\"auto\">ich provide you with an easily accessible way to generate, present, and interpret important customer data. These include: <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">CRM Stage Progress KanBan Report<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Opportunity Reports (grouped by Status or Project Manager)<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Lost Opportunity Report<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Most Recent Activities Report<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><span data-contrast=\"auto\">Client Statistics Report, and<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"6\" data-aria-level=\"1\"><span data-contrast=\"auto\">Next ToDo\u2019s Report.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<h6><a href=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/crm-screen-large-min.png\"><img decoding=\"async\" class=\"alignnone wp-image-18378 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/crm-screen-large-min.png\" alt=\"\" width=\"1282\" height=\"831\" \/><\/a>Image: An example of the new Opportunity Report Grouped by Project Manager in Synergy.<\/h6>\n<p><span data-contrast=\"auto\">We\u2019ve also improved the Custom Report Builder so you can develop an even more personalised view of your customers. You can include the following fields when you create or edit your custom reports:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"7\" data-aria-level=\"1\"><span data-contrast=\"auto\">Next ToDo\u2019s<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"8\" data-aria-level=\"1\"><span data-contrast=\"auto\">Most Recent Activity<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"9\" data-aria-level=\"1\"><span data-contrast=\"auto\">CRM Statistics Fields<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"10\" data-aria-level=\"1\"><span data-contrast=\"auto\">CRM General Fields such as Close Date and Opportunity<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">These enhancements allow you to develop a greater understanding of your customers, their journey with you through the sales process and beyond; and helps your business make data-driven decisions with confidence.\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">If you\u2019re not using SynergyCRM to manage your customer data, get in touch with us for a demonstration, so we can help you find more time for design.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-cd88bff2-748c-447c-9e1f-66341ada0453\">\n\t\t<span class=\"hs-cta-node hs-cta-cd88bff2-748c-447c-9e1f-66341ada0453\" id=\"cd88bff2-748c-447c-9e1f-66341ada0453\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/cd88bff2-748c-447c-9e1f-66341ada0453\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-cd88bff2-748c-447c-9e1f-66341ada0453\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/cd88bff2-748c-447c-9e1f-66341ada0453.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, 'cd88bff2-748c-447c-9e1f-66341ada0453', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t\n<h3><span style=\"font-size: 18pt\"><br \/>\nIncrease your efficiency with the ability to duplicate a Phase<\/span><\/h3>\n<p style=\"font-weight: 400\"><span class=\"NormalTextRun SCXW229781602 BCX4\">Providing<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> a smooth experience as you manage your projects i<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">s an important part of Synergy.<\/span> <span class=\"NormalTextRun SCXW229781602 BCX4\">We\u2019<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">v<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">e<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> received some great feedback on the <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">way Synergy works with Phases and Stages in your project<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">, and the ability to duplicate a Stage. <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">You wanted us to take <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">your Stage Management <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">functionality even further, so <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">we\u2019ve<\/span> <span class=\"NormalTextRun SCXW229781602 BCX4\">enhanced <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">it<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> with<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> the ability to duplicate an entire Phase<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> \u2013 automatically including the Stages within it. This allows you to<\/span> <span class=\"NormalTextRun SCXW229781602 BCX4\">add to your project layout <\/span><span class=\"NormalTextRun SCXW229781602 BCX4\">quickly and easily<\/span><span class=\"NormalTextRun SCXW229781602 BCX4\"> without manually re-entering the information.<\/span><\/p>\n<h3><span style=\"font-size: 18pt\"><br \/>\nOther Improvements<\/span><\/h3>\n<p style=\"font-weight: 400\"><span class=\"TextRun SCXW44653541 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW44653541 BCX4\">We\u2019ve also added <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">a variety <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">of <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">f<\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">ixes to solve<\/span> <span class=\"NormalTextRun SCXW44653541 BCX4\">minor issues <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">some customers were experiencing. <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">You can see more detailed information about the new <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">fixes<\/span><span class=\"NormalTextRun SCXW44653541 BCX4\"> and<\/span> <span class=\"NormalTextRun SCXW44653541 BCX4\">improvements by <\/span><span class=\"NormalTextRun SCXW44653541 BCX4\">reading the <\/span><\/span><a href=\"https:\/\/intercom.help\/total-synergy\/en\/articles\/6529880-synergy-release-12-09-2022\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW44653541 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW44653541 BCX4\">Release Notes<\/span><\/span><\/a><span class=\"TextRun SCXW44653541 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW44653541 BCX4\">.\u00a0<\/span><\/span><\/p>\n<p><!-- end HubSpot Call-to-Action Code --><\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Our latest release of Synergy offers a range of enhancements to the way you report on your customer data in SynergyCRM as well as the way you work with Phases and Stages in your projects, to empower you to work more efficiently.<\/p>\n","protected":false},"author":1,"featured_media":18734,"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-18729","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) - 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