This website uses cookies to track and improve your visitor experience. By using this site you accept their use:    learn more


Term Description
Accounts link Link to your accounts package. Synergist currently links to all major accounts packages.
Activity Activities are tasks like phone calls, "to-dos" , emails etc, and can be related to leads, prospects, opportunities, jobs etc. From many areas in Synergist a user can create an Activity, add a description and comments, specify actions that need to be taken and by whom; and set deadlines. An email alert can scheduled as a reminder. When an Activity is allocated to someone for action an email Alert can be sent detailing what needs to be done and by when. Synergist automatically creates history records against each Activity every time any change is made (e.g. if the Note Status is changed or the due date altered). It is therefore easy to track what progress has been made.
Administrator Account Synergist automatically creates a special user called 'Administrator'. The person who is the overall manager of the system should know the password to this account and should log in as "Administrator" if he/she is intending to set up users, allocate licences etc. However, if the administrator is also a user of Synergist he/she should also have a normal user account. This is vital since the administrator account only has access to Tools & Settings. Provision should be made for times when the holder of this account is not available to log in (make sure the password is recorded somewhere). Version 11 and higher of the 4D Synergist server require user account creation and password resets to be done using the Administrator account.
Alerts Alerts are messages sent to users via the email system. Alerts are set up in 'company settings', and some can also be scheduled. They are usually triggered by a change of some sort in Synergist.
Attachments Attachments can be added to leads, prospects, opportunities, jobs etc. You can either select an existing document or generate a new one within Synergist (typically a word document) using a template.