client request
Learn what's new in the 4.6.2 Synergy release within projects functionality.
client request
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To maintain compatibility with MS Windows file naming conventions, we will now prompt you if special characters are added to Sub Project names. This change coincides with the new feature Sub Project folder creation. |
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Refer to CRM Communications for more information.
client request
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When creating a new note you can specify a note type: Meeting, Phone or just a standard Note. |
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Refer to the Notes module for more information.
client request
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Any type of file e.g. .xls, .jpg, .doc, .cad, .msg etc can be attached to your notes, giving all staff quick access to them.
Open a Note and select the Document Links tab. |
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Refer to the Document links topic for more information.
client request
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Customise the columns that appear on the Project Profitability tab and also the Project list screen. |
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Refer to the Customise view for more information.
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Similar to the additional Active status feature, you can now create custom descriptions for Proposal status. For example your proposal types are varied and include descriptions such as EOI, Prospect, Tender etc. |
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Refer to the Status Maintenance topic for more information.
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The status maintenance screen within a Projector sub project has been redesigned. This does all the same features as before, though will be easier to use. |
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Refer to the Project status topic for more information.
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release notes: billing
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Looking for more help? Try reviewing the following topics: 
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