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1 Adding a new Synergist Media company

Summary: Adding a new company that will use the Media module If you need to add an additional company to your Synergist database that will use the media buying module there are certain decisions that need to be made prior to starting to process schedules…

2 Branding Synergist. Customisation options in the user interface - change the background in the 4D client software

Issue/Requirement: Customise Synergist to show your own background image Solution: The default background image presented to users of the full client software can be replaced with an image of your own choosing. This needs to be a bitmap (.BMP) image file.…

3 Copy company settings to another company

Issue: Setting up a new company and would like to copy another company's settings Resolution: It is not currently possible to simply copy one lot of company settings into another company. It is possible to have two company windows open at the same time to…

4 Copy file maintenance settings to another company

Issue/Requirement: Setting up a new company. Is it possible to copy file maintenance items from an established company to the new company? Solution: Several items in File Maintenance have an option to 'Copy from another company' available from the Actions…

5 Customizing the look of the Synergist Employee Portal (Staff portal)

Issue: Customizing the look of the Synergist Employee Portal (Staff portal). Resolution: It is now possible to customize the design of the Employee Portal (e.g. fonts, colours etc.). You are also able to swap out the standard logos for your own logos. However,…

6 Enable and setup SSL \ HTTPS: If you already have your primary certificate file from your CA

Enable and setup SSL \ HTTPS: If you already have your primary certificate file from your CA *This KB Article assumes you already have a Certificate issued to you from a CA provider The Synergist web portal is capable of making use of HTTPS via SSL Encryption.…

7 Environments for installing and running Synergist - on-site, hosted, 'cloud'.

In which environments can your Synergist server be installed? Our typical installation requires a Mac or Windows machine to act as a server (which can be physical or virtual). This machine would be located on your premises and connected to your local network.…

8 Errors importing contacts - extra line feeds or carriage returns in csv file.

Issue: Unsuccessful import of contacts (clients, suppliers or leads) using the import wizard in Utilities or the Sales and Marketing module. Error message: None Symptoms: Data ends up in the wrong fields, or is not imported Cause: It could be that the csv…

9 Exporting contacts to Outlook

Issue/Requirement: Export contact information to OutlookSolution (multiple contacts to a public folder): There is a facility in Synergist to use a utility to export all contacts flagged for export to an Outlook public folder. This will need to be done on…

10 How to add a watermark or background to templates (change logo and contact details)

Issue/Requirement: It's possible to use a pdf document as a background (or 'watermark') to templates in Synergist. A common use for watermarks is as a way of holding logo and contact details on one document, which can then be applied to multiple templates…

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