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
New
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!
Updated
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
Set a default rate group per office
Revenue Forecasting
Remove all forecasted monthly values when you move from linear to custom distribution (rather than manually removing each)
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)