Personnel List

Use the search field in personnel list to look for a specific existing person's name. To search:

1. Locate the search box in the Personnel List toolbar.
2. Type part of the Person's name into the search box.
3. Press enter to run the search.

Use the filter tool in the Personnel list, to limit which records are displayed. To filter the list:

1. Click the arrow next to the word 'Active', which is the default list filter.
2. Select a filter from the list. Filters available are:
   1. My Project PersonnelAny Personnel that are attached to one the Contacts that are included in your 'My Projects' List are shown. My Projects is used to create a short list of your favourite projects in Synergy. The 'My Project Personnel' is used to show you the list of the personnel that are part of the contact list on your favourite projects.
   2. AllBoth active and inactive personnel are shown in the list.
   3. ActiveOnly active personnel are shown in the list. These personnel can still be attached to projects, or used to be sent invoices in the future.
   4. Not ActiveOnly inactive personnel are shown in the list. These personnel are not available in drop down lists any more in the Synergy Desktop Application, as making the personnel record 'inactive' stops future use of the record.

1. Open Personnel - Click on a personnel name in the list, to open the contact and view the details.
2. Open Contact - Click on a contact name in the list, to open the contact and view the details.
3. Actions Button - Or complete both of these tasks by using the actions button on the right of the row.

Click the email address for the personnel contact in the list, and a new email message to the person will open in your email client.

1. NameThe personnel name is displayed. Click on the personnel name to open that record.
2. ContactThe name of the company contact record is shown. Click on the contact name to open that record.
3. EmailThe email address for the personnel record is displayed. Click on the email in the list to send a new email to the contact using your default email client.
4. PhoneThe office phone number for the personnel is shown.
5. MobileThe mobile number entered for the personnel is shown.