Links tab - System Settings

Learn what each of the settings on the Links tab in System Settings is used for in Synergy.

ClosedGetting Started
Who Can Use It? Where Is It?

System Administrator

Tools > System Settings > Links tab

Online currency website

Set a link to a website to obtain the latest foreign currency conversion rates. 

  1. When setting the conversion rate on a project, a hyperlink is available that will open this website  more...
  2. Also when creating an invoice, you can obtain the Variable rate also by clicking the Conversion rate hyperlink.

Tip: Set against the Project before invoicing occurs.  click here to find out more  

MS Outlook® synchronisation

ClosedAllow synchronisation of Contacts 

Allow the system wide use of synchronising contacts in Synergy to MS Outlook®.  If perhaps you'd like to use the feature though you don't want all people to access it:

  1. Leave the setting switched off.
  2. Return here, turn it on.
  3. Run the sync to MS Outlook®.
  4. Then return here and turn in off.
ClosedDefault email save as format 
  1. Select the drop down .
  2. Select from one of the filing options in this list.
  3. Save.

Manually setup a custom save as format

You can also manually setup the file name, by entering the file tag options:

<email.subject/>

<email.date[yyyy-MM-dd]/>

<email.date[yyyy-MM-dd HH-mm-ss]/>

<email.shortdate/>

<email.subject/>

<synergy.username/>

<currentshortdate/>

Then add them together with text and spaces between each file tag.

Example

<email.subject/> - <currentshortdate/> [saved by Synergy user <synergy.username/>]

Just remember to put the brackets < > around the tag and the forward slash / at the end of the tag. No other text or symbol is required to be placed around the free form text, such as saved by Synergy user. 

Tip: When combining file tag options together, please check that the email file name will not exceed the 260 characters file name limit that exists. This is a restriction for all Windows file names. If the file name exceeds this length the email will be unable to be saved to Synergy via the MS Outlook® plug-in.

ClosedCustomise the date format NEW 4.7.4

The date shown in the 'Save as' email name in Synergy MS Outlook® plug-in can be customised. The date format in the <email.date[yyyy-MM-dd]/> file tag, and can be changed by:

  1. Selecting the <email.date> file tag option from the drop down list, or typing the tag into the save as format field.
  2. Overtype the date portion, and enter you own custom date format.
  3. Include the year, month, date or time fields as required.
  4. Save.

This change will take effect for all users, the next time they re-open MS Outlook® and login to Synergy via the MS Outlook® plug-in.

The date format can be amended to include/exclude the dash, or shorten the year displayed, or change the order of the parts shown.

Examples of valid date formats

<email.date[yyMMdd]/> = 140131

<email.date[yy-MM-dd]/> = 14-01-31

<email.date[yyyy-MM-dd]/> = 2014-01-31

<email.date[dd-MM-yyyy]/> = 31-01-2014

<email.date[yyyy-MM-dd HH-mm-ss]/> = 2014-01-31 09-30-33 (This is the date and the time)

Tip: Add the time bookmarks to any of the valid date bookmark examples above.

System maintenance

Set whether or not an alert will notify the System administrator an upgrade is available on our website.  The SA would then need to download the update and upgrade the database.

if you activate this you should receive a green message in the right hand corner of your screen.

if you receive a red message though, this means your server is limiting access to our website.  Set your proxy settings to by-pass this issue.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd

 

Open topic with navigation