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Contact documents tab
Updated over a week ago

Use the contacts documents tab to store statements sent to the client, emails that are not project related, or other documentation sent to the client like letters and marketing material. Keep all your contact documentation in a central location, making the files searchable within Synergy. The documents stored have version control enabled, to allow tracking for your documents to see who updated a file and when. Roll back to a previous version of a file if incorrect changes have been made to a document.

Contact folders are automatically created when you add a new contact record using the contact folder template. If the contact folder template is updated you can apply changes to an existing contact using the action 're-build folders'. This feature will add any new folders from the template that are missing in the contact record.

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