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Glossary

Term Description
Final invoiced job or phase When a 'final' invoice has been created the job or phase is 'closed'. All work has been done and typically all costs and have allocated to invoices. No more costs can be added to a closed phase.
Flowzone Formerly Flowmation: a leading Digital Assets Management System. Synergist clients already using Flowmation are able, with a single click, to create clients, projects and contacts within the online approval system. It is also possible to open Flowmation projects from within Synergist and to access stored images.
Generic Supplier A supplier used on a purchase estimate before you have decided on your final supplier. Purchase estimates can be created against a generic supplier but purchase orders can not.
Handler A handler is a user who is ultimately responsible for a job or phase, and will be the default contact point and email recipient (for alerts) for that job. Clients can have a default job handler and, by default, a job will have one handler only (but it is possible to set different handlers for phases on a job). A handler is always a Synergist user. A Synergist user does not have to be a handler.
Investment The difference between the recommended charge and the amount actually billed. A positive investment value means that you have under billed your client that much less than the recommended charge. A negative investment value means that you have over billed your client by that much more than the recommended charge. This is a cumulative value which can be reset.
Invoice - Draft In synergist all new invoices are created as drafts. In this way you are free to alter the invoice in the knowledge that no financial data is effected until you "make real". At this point the invoice is fixed.
Invoice - Real While an invoice is still at its draft stage you can amend it at will, even delete it if you wish. However, once you have clicked the "Make Real" button the invoice is allocated an invoice number and it is fixed. No amendments can be made and it cannot be deleted. If you find you have made an error in a real invoice the only option is to reverse the invoice by creating a credit note for the same amount.
Job A Job in Synergist is the place where estimates, quotes, costs and invoices for a specific task are brought together and managed. A job always belongs to a client.
Lead A Lead is an individual or organisation that may or may not be interested in your products or services. Leads are typically used to create a bulk mail-shot or for cold-calling activities. Once a lead has been fully qualified it is common practice to promote the lead to a Prospect. You cannot produce a quote for a lead, but you can create activities. A quote can be produced only for a prospect or a client.
Marketing List A marketing list is a list of contacts that can be used for generating marketing campaigns. For instance a marketing list might be a list of imported leads or a list of prospect contacts that have been identified as belonging to a specific region e.g. "NW new media prospects". After creating a marketing list you add contacts using the contact selection wizard.