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  • FAQ(11)
1 Create a new user account Featured

Issue: Unable to use the new user wizard. Receive the following alert when trying to create new user using regular user account: Resolution: Log in as Administrator. This will give you access to the new user wizard. You must use the Administrator account…

2 Glossary/Terminology/Jargon Featured

Issue/Requirement: Unsure of some of the words used within Synergist? Solution: Go to the Glossary section located in the top right of the Knowledge Base or use the link below References: http://synergist.host4kb.com/glossary

3 Help for Synergist and helpdesk contact details. How do I access the online help file? How do I access remote assistance? Featured

Issue: I would like to access the on line help and view the training videos Resolution: Contacting the help desk: Tel: +44 (0)1625 577918 Email: support@synergist.co.uk Helpdesk Hours (UK time): M-Th: 9am - 5:30pm. F: 9am - 5pm. We are closed on UK public…

4 Cost and charge rate hierarchy

Issue: Understanding the hierarchy structure of cost and charge rates. Resolution: When an estimate line is created or a timesheet is submitted the cost/charge rate is determined as follows, with the value taken from the top of the list, unless the subsequent…

5 How can I get some training in Synergist?

Issue/Requirement: Require or see a need for extra training. Symptoms: Increased number of calls to helpdesk due to new users, a new business process or use of new modules in Synergist. Solution: Contact your project manager at The Agency Works or contact…

6 How do I re-order phases for a printed (pdf) quote?

Issue: Phases are currently in the wrong order Resolution: Once phases are created, it is not possible to change the phase number. However, you can specify how they are ordered for reporting requirements (most commonly when producing a pdf quote). Open up…

7 How to move or copy a phase from one job to another

Issue: Would like a phase to be moved or copied from one job to anther Resolution: Copy: Go to the job you wish to copy a phase into; Go to the phases tab; Edit button; Copy phase from another job. Move: Synergist version 10.5 and later: Open the phase you…

8 How to transfer costs from one phase to another

Issue: Costs need to be moved to another phase Resolution: Costs can be transferred from one phase to another, using the actions button from within the phase where the time currently sits: Actions Transfer costs to another phase Select the phase to which…

9 Unable to click into a window. Cursor has changed from normal to two little boxes (window frames).

Issue: Unable to click into any windows or lists in Synergist, and the cursor has changed from the normal finger or arrow to this cursor: Error message: None Symptoms: Unable to select any window Cause: The 'live' window has been hidden behind the currently…

10 Unable to deaden opportunity - there are unticked costs.

Issue: When trying to deaden an opportunity you receive a message about unticked costs Resolution: You cannot deaden an opportunity if there are costs on it that have been neither invoiced nor written off (ie they are unticked) and still in WIP (work in progress).…

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