With the sweet scent of Valentine’s 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.
UPDATED
Planning board
Projects now default to proposal and active stages only
Use the R Menu to remove staff (and/or role) in the project schedule
Filter roles by office
Invoicing
Performance improvements in draft and finalization time
Projects
Start and end dates boxes automatically appear in create project screen - Work breakdown (and all WB screens) default to active and proposal stages only
SharePoint
Choose to create a 'Total Synergy' folder (or not!) when you sync your projects to SharePoint
Performance improvements to the speed of folders syncing from Synergy to SharePoint
FIXES
- Fixed an issue with the target revenue totals on the revenue forecasting screen showing incorrect currency symbols
- Fixed an issue with invoices occasionally getting stuck in draft
- Fixed an issue with custom field filtering not showing all results when the record has more than 1 multi-select value checked