Synergy release - 13 June 2021

June release 2021

Updated over a week ago

Our last release of the financial year may just be the biggest! Jam packed with new things (Synergy CRM!), updated things, and performance improvements to make your day-to-day smoother. It's all about #moretimefordesign


Synergy CRM

Manage your opportunities through the sales cycle with this powerful tool. Synergy CRM is free until July 1, 2021

  • Add new opportunities and take them through the sales cycle

  • Set targets for your teams and personnel

  • Get rich data about the companies you're managing opportunities for

  • Get deeper understanding of trends in win/loss reporting

  • Use Kanban to-do's + opportunities details to get down to the granular level of your sales process

Enable SynergyCRM in your organisations subscription page!


Work Breakdown

  • In the project details page, choose whether you 'view' or 'edit' the work breakdown. 'View' is read only - for when you need to check details rather than make any changes.

Rate Groups

Revenue Forecasting

Internal Project

  • Include the cost centre and discipline from your internal projects stages for when you connect to you accounting packages

Fixes + improvements

  • Significantly improved performance in the work breakdown

  • The Invoice API endpoint now includes the 'Invoice Audit'

  • The transactions API endpoint now includes the expense type (e.g. mileage)

  • Fixed an issue where staff custom fields were always blank when generated in document templates

  • The headers on the 'Project financials' and 'Transactions' screens are now fixed when you scroll

  • You'll now be notified (via email) when emails/messages/invoices you send to your clients from Synergy bounce or cannot be sent

  • Fixed an issue when searching for a team on the resource planning board only showed primary team members (now it shows everyone in that team)

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