{"id":2477,"date":"2018-03-27T07:40:30","date_gmt":"2018-03-27T07:40:30","guid":{"rendered":"http:\/\/synergyhome.azurewebsites.net\/?p=2477"},"modified":"2022-09-19T16:19:56","modified_gmt":"2022-09-19T06:19:56","slug":"synergy-product-update-27-march-2018","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-27-march-2018\/","title":{"rendered":"Synergy product update \u2014 27 March 2018 \u2014\u00a0To-dos"},"content":{"rendered":"\n\n\n\n\n\n\n\t
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New \u2014 To-dos<\/h3>\n

Create a to-do to follow-up on note tasks. Set a to-do due date and assign the to-do to a staff member.<\/p>\n

To-dos are additions to the notes function. It does pretty much what it says \u2014 on a note, you write something \u2018to do\u2019 and assign it to someone with a due date.<\/p>\n

You can create to-dos to follow up on note tasks, create multiple to-dos for the same note to build a checklist of items to be completed, set due dates for each to-do, and assign the staff member to action the to-do. You can also notify other staff (like the manager) that a to-do has been created or has progressed.<\/p>\n

There\u2019s more to-do with to-dos \u2014 Synergy users can find out more in the help files.<\/p>\n

Updated \u2014 Notes<\/h3>\n

A note is made up of four parts: note details, to-dos (NEW), comments, and links (NEW).<\/p>\n

You can now use notes to record details about projects, stages, tasks, invoices (debtor note), contacts, and staff. The tabbed design makes it easy to read each section. Note links let you view which other items the note relates to.<\/p>\n

Notes also come with reading and editing restrictions depending on the author and whether it\u2019s linked.<\/p>\n

Updated \u2014 Import financials<\/h3>\n

Synergy lets you import previous project data from Excel. What\u2019s new in this update is importing your project structure with the phases (new) and stages, and import the fees, costs-to-date, and invoiced-to-date values for each stage.<\/p>\n

You can now also select a ‘balance forward date’ to control the date given to the created transactions and invoices on import.<\/p>\n

These extra stage details can be imported: cost centre, discipline, and rate group.<\/p>\n

Updated \u2014 Notifications and notification emails<\/h3>\n

This is a great new enhancement to keep you informed and let you control how much information Synergy sends you.\u00a0Notifications are sent for notes and to-dos. Notification emails are sent for each new notification or as a daily summary.<\/p>\n

There are two types of emailed notifications:<\/p>\n