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Synergy 4.8.7 goes live

We launched the latest release to Synergy Practice Management on Friday – Synergy 4.8.7.

This release adds some new features and brings a huge number of updates, improvements and fixes right across the application – all to help architecture practices, and engineering and construction design businesses, find more time for design!


DOCUMENT MANAGEMENT UPDATE

Document preview window in Synergy

The major update is to the Document Management module with improved search and storage access, re-styled Documents tab and improvements to controlled and uncontrolled documents.

We have also redesigned the Outlook plugin, created a file preview (as seen with Cat in the Hat above, but probably more useful for PDFs, emails!) and developed a new email send wizard (and loads more).

XERO TRACKING CATEGORIES


A new feature is the addition of Xero Tracking Categories – Xero has updated its API (connect interface) recently meaning we can now offer tracking categories in Synergy Connect for Xero. These work a bit like a Synergy attributes – i.e. you can map data to be used as categories/’attributes’ in Xero.

This update to Synergy Connect for Xero allows you to map Synergy details (like Project, Project Manager, Sub Project or contact details) to Xero tracking categories and view the tracking category details in the Synergy Connect preview window.

Synergy Xero Tracking Categories

DRAWING REGISTER AND TRANSMITTALS / RESOURCE MANAGEMENT


The Drawing Register and Transmittals, and Resource Management modules have both received performance improvements in this release, and Synergy Cloud Sync interface has been updated.

MINOR UPDATES


As with all Synergy updates, there are quite a few other items we’ve tweaked, improved and updated including pinned contracts, keyword search highlights, document template bookmarks and latest supported versions of Synergy Connect products and loads more.

You can see more about what’s new in Synergy 4.8.7 on the webinar slides below. If you want to talk about how Synergy can help your architecture, engineering or construction design business find more time for design, give us a call!

 


Ask us about Synergy 4.8.7 today!