Overview

Synergist updates

• Synergist v17

User interface

• Creating views
• List views
• Navigation - organisations > jobs > phases
• Customisable lists
• Client targets
• Contact list

See all 20 articles

Organisations - clients, prospects and leads

• Organisations - clients
• Rate card
• Targets by handler or by client
• Managed sales orders
• Linked clients
• Leads

See all 7 articles

GDPR – General Data Protection Regulation

• Contact record: Notes / privacy (GDPR)
• Opt-in status (GDPR)
• Filtering data (GDPR)
• Batch updating data (GDPR)
• Clearing down old batches (GDPR)