This website uses cookies to track and improve your visitor experience. By using this site you accept their use:    learn more
Quick Jump Menu
Categories
There are no subcategories in this category.
1 Error performing mail merge "Incompatible file type and file extension"

Following an upgrade to MS Word you may see an error relating to file type and extension: Subsequent attempts to create attachments based on templates will fail with the message that the DTS Source files are locked. The initial error in the screenshot above…

2 How to set up email integration and attachments

Issue: The Synergist system has an attachments and email integration functionality that is not currently being utilised Resolution: For attachments, this just requires a shared folder on a server to which everyone (and the Synergist server machine) has full…

3 Job folder setup

Job folders is a feature in Synergist that automatically creates one or more folders on a file server whenever a live job is created, or an opportunity is promoted to live job status. The folders can also be created for opportunities, but this requires an…

4 Propogate folder permissions, reset CRM attachments folder access, Mac server

Issue: Network users unable to fully access the Synergist attachments folder. Setting permissions on the attachments folder share point seems to have no effect. Network users still unable to access properly. Resolution: To propagate folder permissions: 1.Open…

5 Setting up SMTP based email alerts

Issue: The system has an alerts functionality (ie via activities), but this is not currently being utilised Resolution: Alerts are simple to set up. You simply enter the address of your smtp server into the relevant field in system parameters: Tools &…

Info Ask a Question