As we wrap up February, we're thrilled to introduce the latest features and improvements in the Synuma February Release! As you navigate through the dynamic landscape of your business, these enhancements are tailored to provide you with increased flexibility, efficiency, and customization options. Discover the power of Synuma as it continues to evolve to meet your unique needs.
See Latest Memo in Each Category: Now, the same grouping and sorting functions that exist on most grids, including the project and lead grid, also exist in the various memos areas. Simply click and drag the 'Category', 'Type', or 'Modified By' fields into the header bar to customize your memo viewing experience.
See Which Concept is Related to Global Search Results: Enhance your search experience by quickly identifying concepts related to global search results, available when hitting 'Enter' while utilizing the Global Search. Sorting and grouping is also available in this area.
See Team Member Details Condensed: Last month, we introduced Team Member Details to Custom Reports. This month, we're now allowing you to configure whether the details show in one column or multiple columns per Team Member Role.
Search by Unit Address: Simplify your search process by directly searching for units using Address 1 or Address 2 on the Unit Grids.
Custom Fields in Company Grid: Tailor your view and analysis of Company information by incorporating custom fields into the Company grid.
Select 'No Franchise Agreement' When Changing Ownership: This addition offers flexibility when updating ownership details, ensuring an accurate representation of your business structure. Explore this feature in the Ownership section of a unit for a seamless ownership transition process.
Bulk 'Hold the Date: Streamline your timeline task updates by utilizing the Bulk 'Hold the Date' functionality. Easily hold and 'unhold' dates for multiple tasks at once, saving you time and effort. Access this feature in the Bulk Actions menu at the top of a timeline.
Access Project from Project Conversation Notification Emails: Now, conveniently access the relevant project directly from the notification email, reducing the steps needed to stay connected and informed.
Use Templates for SMS: Elevate your SMS communications with the use of templates. Users with SMS-Template permissions can now leverage templates for text messages, ensuring consistency and efficiency in your communication strategy.
For more details on these new functionalities or assistance in implementing them, our dedicated team of Synuma Support Specialists is ready to help. Reach out via the in-app chat for expert guidance and support.