{"id":2493,"date":"2018-02-25T07:57:54","date_gmt":"2018-02-25T07:57:54","guid":{"rendered":"http:\/\/synergyhome.azurewebsites.net\/?p=2493"},"modified":"2022-09-19T16:12:43","modified_gmt":"2022-09-19T06:12:43","slug":"synergy-product-update-15-december-2017","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/","title":{"rendered":"Synergy product update \u2014 15 December 2017 \u2014\u00a0Project portals"},"content":{"rendered":"\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<p class=\"news__summary\"><strong>New features and updates released on 15 December 2017. New features include custom fields, Bullclip add-on and project portals, plus updates to reports and timesheets.\u00a0<\/strong><\/p>\n<h3>New \u2014 Custom fields<\/h3>\n<p>Custom fields are for when you want to add extra data or fields to\u00a0<a href=\"\/features\/projects\/\">projects<\/a>, stages,\u00a0<a href=\"\/features\/contacts\/\">contacts<\/a>\u00a0and staff. You can set the fields to show date, currency, number, text, drop down list, or multi select list types for your custom fields. Make them mandatory if you want to ensure they are always completed when adding a new record.<\/p>\n<h3>New \u2014 Drawboard Bullclip add-on<\/h3>\n<p>Bullclip is an online PDF markup tool. We&#8217;ve created an integration between Synergy and Bullclip that allows you to export Synergy PDF&#8217;s and image files to Bullclip to use the markup and collaboration options. You can then import the marked-up PDF or image back to the Synergy project folder.<\/p>\n<p>Bullclip works on Windows 10, iOS and via web browser.<\/p>\n<p><a href=\"\/add-ons\/bullclip-add-on-for-synergy\/\">Find out more about the Bullclip add-on for Synergy<\/a><\/p>\n<h3>New \u2014 Project portals<\/h3>\n<p>Project portals enable the whole project team to work out loud in a secure, collaborative space. Synergy project portals allow you to invite anyone, whether they&#8217;re a Synergy user or not, to securely login to access the portal.<\/p>\n<p>The portal gives you a project feed where you can see the activity from the project team \u2014 private and group chats, announcements, shared documents and images, shared invoices. Add attachments to chats or announcements for the project team to review. You can set access levels where only approved people can see invoices.<\/p>\n<p><a href=\"\/features\/project-portal\/\">Find out more about portals<\/a><\/p>\n<h3>More&#8230;<\/h3>\n<p>In this release we also added new\u00a0<a href=\"\/features\/reports\/\">reports<\/a>\u00a0for aged WIP, aged debtors and payroll, plus we&#8217;ve updated the\u00a0<a href=\"\/features\/timesheets\/\">timesheets<\/a>\u00a0leader board and timesheets summary. Login to Synergy and head to the help files &#8216;what&#8217;s new&#8217; tab to find out more.<\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>New features and updates released on 15 December 2017. New features include custom fields, Bullclip add-on and project portals, plus updates to reports and timesheets.<\/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-2493","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>Synergy product update \u2014 15 December 2017 \u2014\u00a0Project portals - Total Synergy<\/title>\n<meta name=\"description\" content=\"Find out about our new features \u2014 custom fields, Bullclip add-on, and project portals, plus updates to reports and timesheets.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Synergy product update \u2014 15 December 2017 \u2014\u00a0Project portals\" \/>\n<meta property=\"og:description\" content=\"New features and updates released on 15 December 2017. New features include custom fields, Bullclip add-on and project portals, plus updates to reports and timesheets.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\" \/>\n<meta property=\"og:site_name\" content=\"Total Synergy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/totalsynergy\" \/>\n<meta property=\"article:published_time\" content=\"2018-02-25T07:57:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-19T06:12:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/product-update-min-e1663280877810.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"840\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Total Synergy\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@totalsynergy\" \/>\n<meta name=\"twitter:site\" content=\"@totalsynergy\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Total Synergy\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\"},\"author\":{\"name\":\"Total Synergy\",\"@id\":\"https:\/\/totalsynergy.com\/#\/schema\/person\/2f1ef88d48aad7f44c3dc314496ef873\"},\"headline\":\"Synergy product update \u2014 15 December 2017 \u2014\u00a0Project portals\",\"datePublished\":\"2018-02-25T07:57:54+00:00\",\"dateModified\":\"2022-09-19T06:12:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\"},\"wordCount\":6,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/totalsynergy.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/totalsynergy.com\/wp-content\/uploads\/product-update-min-e1663280877810.jpg\",\"articleSection\":[\"Synergy updates\"],\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\",\"url\":\"https:\/\/totalsynergy.com\/synergy-product-update-15-december-2017\/\",\"name\":\"Synergy product update \u2014 15 December 2017 \u2014\u00a0Project portals - 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