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  1. Synergy Support
  2. Synergy help
  3. Contacts

New articles and posts

  • Rates explained
  • Entering timesheets
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  • Create staff
  • Synergy release - 17 October 2020
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  • Synergy release - 26 July 2020

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Contacts

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Learn more about contact types and using contacts in Synergy.

  • Using accounting add-ons with contacts
  • Filter and search for contacts
  • Using list view for contacts
  • Making a contact inactive
  • Deleting a contact
  • Updating the details of a contact
  • Creating a new personnel contact
  • Creating a new individual contract
  • Creating a new company contact
  • Contacts
  • Read only view actions for contact details
  • Exporting contact details to Excel
  • Converting the contact type
  • Changing the contact status in contact details
  • Updating details in the contact details tab
  • Contact details overview
  • Filter and search in the contact personnel tab
  • Deleting a personnel in the contact personnel tab
  • Changing the personnel status in the contact personnel tab
  • Opening a personnel contact tab
  • Adding a new personnel to the contact personnel tab
  • Contact personnel tab overview
  • Filter and search in the project contacts tab
  • Upload contact documents
  • Exporting the contact audit tab to Excel
  • Contact audit tab
  • Contact audit tab overview
  • Assigning unique ID's to contacts
  • Contact unique ID's
  • Contact, unique ID's overview
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