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1 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

2 Cannot process/edit this purchase order/expense. View only

Issue: Having generated a PO via the Purchase Order section, when going back into it get the above message. The following also appears in red: PO Values not updated on job/phase yet Symptoms: A user (either yourself or another user) has the job/phase still…

3 Dates are showing in US not UK format

Issue/Requirement: Currently dates are view in the US format of MM/DD/YYYY rather than the US of DD/MM/YYYY Solution: This is likely to be the setting on the local work station and is not set within Synergist itself. The settings can be found within the Control…

4 How to create a custom field

Adding a new custom field to your client / client contact database Custom fields can be added to your database. These fields can appear on your client / prospect / lead0 records, or on your client contact records. They can be used for including / excluding…

5 How to generate a contact list (for Christmas cards or other activity)

Issue/Requirement: Generate a contact list from Synergist based on contact function or role Solution: The simplest way is to filter your contacts list to show contacts you wish to send something to. Each contact can have a function or role assigned to them.…

6 No More Room / Not Enough Space

Issue: Receiving the below message when generally using the system Error message: No more room to save the record, or Not enough space in your data segment to allocate a new data segment. Resolution: Make sure the Read-Only attribute is not selected on the…

7 No phases on job, unable to create phase, strange (*NEW*) job number, new job number is wrong or out of sequence, etc.

Issue: A job or opportunity with *NEW* or x*x (where x is a number) rather than a properly formatted job number is in the list and nothing can be done with it. Error: The PC probably crashed during job or opportunity creation, or lost the connection to the…

8 Purchase Invoice posted is wrong

Issue: A PI (Purchase Invoice) has been raised with incorrect details and posted Resolution: It is not possible to unpost a purchase invoice. You can do the following to cancel out the error: Create a negative PO to cancel the original PO PO cost on that…

9 Spell checker personal dictionary

Issue: You are unhappy with the spell check as it is allowing some words that are spelt incorrectly Symptoms: Your text contains spelling mistakes despite having been spell checked Cause: It is likely that, at some point, these incorrectly spelt words have…

10 Synergist diary integration with iCal and Outlook 2007 onwards

Issue/Requirement: Every user in Synergist v10+ has a URL to allow diary bookings made in Synergist to be displayed in a calendar application such as iCal or Outlook. The iCal protocol allows for READ ONLY access to subscribed calendars – no changes to…

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