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Synergy Addons (Updated)
Learn about our Synergy built add-ons!
41 articles
How to switch Organisations in FieldbookLearn how to switch organisations in the Fieldbook App.
Tasks in FieldbookTask lists, missing tasks and task start times.
Blue Items in FieldbookWhat are they, their limits and functions?
People in Fieldbook (Selecting your team)Learn how to add people to your team in Fieldbook and do their timesheets for them.
How to enable Fieldbook and add usersLearn how to add users to Synergy Fieldbook, granting them access to the application whilst on site.
How to access and log into FieldbookLearn how to access and log into Fieldbook including adding app to home screen.
Fieldbook and the security matrixUnderstanding and setting up the security matrix for Fieldbook
Missing Rate Groups in Synergy FieldbookWhy are some rates missing in my timesheets in Synergy Fieldbook?
Mileage in FieldbookThis article explains how to add travel as an expense to a project in your Synergy Fieldbook app.
Timers in FieldbookThis article explains how to start timers in your Fieldbook app.
Cash expenses in FieldbookThis article explains how to add a cash expense in fieldbook
Consumables In FieldbookThis article explains how to navigate consumables in fieldbook
How to view opportunities in CRMViewing opportunities in the Synergy CRM add-on
How to Create an Activity Card in the LogCreating activity cards using the Synergy CRM Add-on
Seeing Opportunities for Contacts or PersonnelHow to view Opportunities by Contact or Personnel
Synergy CRM - Calling your Primary ContactUsing the Call option in an Opportunity
Synergy CRM - Outlook Add-on & Saving EmailsFiling emails to opportunities
How to search for opportunities in CRMSearching for opportunities in the Synergy CRM add-on
Filtering Opportunities in CRMFiltering opportunities in the Synergy CRM add-on
Reporting in Synergy CRMReporting fields available for use with the Synergy CRM add-on
What is an Opportunity in CRM?What are Opportunities?
Stat Widgets in CRMClient Statistics in Synergy CRM Opportunities
Changing the likelihood of an opportunity in CRMChanging the likelihood of opportunities in the Synergy CRM add-on
How to edit the security matrix for CRMEditing the Security Matrix to give or revoke access to the Synergy CRM add-on
How to create a to-do in the opportunities screenCreating a to-do with the Synergy CRM add-on
Synergy CRM OverviewEverything you need to know about the Synergy CRM Add-on
How to edit to-dos in the opportunities screenEditing to-dos in the Synergy CRM add-on
Policy types in Synergy HREverything you need to know about policy types in Synergy HR
How to add positive and negative leave adjustmentsEverything you need to know about making leave adjustments in Synergy HR
Office Settings in Synergy HREverything you need to know about office settings in Synergy HR
Notes & to-dos in HREverything you need to know about notes and to-do's in HR
Importing leave balances in Synergy HREverything you need to know about importing leave balances
Staff Settings in Synergy HREverything you need to know about staff settings in Synergy HR
Availability in Synergy HREverything you need to know about availability in Synergy HR
Skills and qualifications in Synergy HREverything you need to know about skills and qualifications in Synergy HR
How HR affects other areas of synergyEverything you need to know about how HR affects other areas of Synergy
Timesheets & HREverything you need to know about timesheets and HR
Leave in Synergy HREverything you need to know about leave in Synergy HR