Total Synergy Addons
Learn about our Synergy built add-ons!
33 articles
Switching 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