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Resources for Synergist users

We’ve put together lots of useful guides for Synergist Users. Here you can download the monthly Spotlights which include great tips for using your Synergist System as well other resources for developing your knowledge.

Synergist Spotlights

Spotlight 1 - View Settings
View settings are key to using Synergist. They allow individuals and groups of users to see pre-defined lists or reports.

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Spotlight 2 - The Estimate Tab
The estimate tab is a key information area within Synergist as EVERY cost that is recorded against a job is visible within this tab.

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Spotlight 3 - Monthly Retainers
For ease of use and to gain maximum reporting within Synergist the following structure is recommended if you have Clients that...

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Spotlight 4 - Closing jobs & opportunities
In order to maintain a clean Synergist System and to be able to report on jobs effectively the following process is recommended...

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Spotlight 5 - Projects
A Synergist Project is a group of jobs. If you have a selection of jobs, that need to be linked for reporting or...

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Spotlight 6 - Data viewer
For opportunities choose to use created date or expected close date. You have the option to select dates from a list by...

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Spotlight 7 - Gantt charts
A useful tool in Synergist that allows you to produce Gantts for a single job and for multiple jobs with flexible printing options.

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Spotlight 8 - Timesheet reporting
A key area within Synergist is the ability to post timesheets. This spotlight focuses on the many ways in which time can...

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Spotlight 9 - Sales info tab
There are many tabs within a Synergist Opportunity or Job. This spotlight focuses on the ‘Sales Info’ tab.

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Spotlight 10 - Billing plans
Billing Plans are the primary tool for forecasting within Synergist. The type of forecasting can be varied depending on...

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Spotlight 11 - Financial tab
Every Job displays a financial tab. This tab is key to be able to understand the financial information for the selected job...

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Spotlight 12 - Revisions
Estimates & Quotes within Synergist feed in to one another but ultimately have different purposes...

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Spotlight 13 - Client investment
Are your clients ‘investing’ in your organisation or are you ‘investing’ in them?

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Spotlight 14 - Improving appearance of quotes
Sending out a quotation document produced by Synergist can involve some trial and error.

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Spotlight 15 - Spring cleaning your Synergist system
It is really important to maintain a clean Synergist System for the following reasons...

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Spotlight 16 - Activities
‘Activities’ form the basis of the CRM functionality within Synergist. Commonly used for recording New Business Activity...

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Spotlight 17 - Scheduling reports
Synergist has many reports that can be run from the standard reporting menu or the Data viewer...

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Spotlight 18 - Job templates
Job templates are easy to use and take the manual work out of creating jobs on Synergist.

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Spotlight 19 - Profitability Reporting
A key reporting requirement within Synergist is the ability to report on profitability...

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Spotlight 20 - Multi-job Invoicing
Synergist has a flexible Sales Invoicing module that allows the user to invoice a client at any point of the month.

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Spotlight 21 - Creating a New User
User accounts are required for each user who will log on to Synergist via the main 4D full user licence or ...

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Spotlight 22 - Purchase order descriptions
As with many areas within Synergist templates can be created that can aid the speed and consistency of use.

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Spotlight 23 - Client specific rates
All time, estimated or actual, recorded within Synergist is based on your Organisations ‘standard rate card’.

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Spotlight 24 - New Years Resolution
There are easier resolutions you can make without leaving your desk!

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Spotlight 25 - Timesheet Beta Release
How to switch to the new beta release timesheet.

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Spotlight 26 - Client Categorisation
Applying different categories to your Client or Prospect data can enhance the level or reporting available.

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Spotlight 27 - Email Integration
Email Integration allows your Synergist system to become a more complete ‘digital job bag’.

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Spotlight 28 - 12 Top Tips of Christmas
We've gathered the 12 Top Tips of 2016 for using Synergist.

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Spotlight 29 - The Synergist Android App
The Synergist Android App is now available to download from Google Play and is FREE to Synergist users with a Time & Expense Licence.

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Spotlight 30 - The Synergist Timesheet Incentive
Need an incentive to motivate staff within your Organisation to record their timesheets? Enter our monthly prize draw!

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Tips & Guides

Case Study: Calendar Bookings
The Best Practice Agency Case Study communicates best practice processes for using the Calendar Bookings tool.

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The Best Practice Agency
The 'Best Practice Agency' is a conceptual model Agency that we have created to communicate best practice processes.

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Where to go for help
Internal, online and helpdesk support.

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Tips for a successful Synergist implementation
Some useful tips to ensure your Synergist implementation runs as smoothly as possible.

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