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Introduction

This section outlines the changes to the Introduction manual arising from changes made to Synergetic (version 59.15-v60.37).

Change

More information

See

Ability to update a field value for all records in the selector grid.

A new topic has been added to describe how a field value can be updated in bulk for the selected records.

current student maintenance (cut down, setting fields values in bulk)

The new action has also been described and when you might use this function. Warnings are displayed to avoid Synergetic being locked up for long periods.

Action drop-down menu

Setting field values in bulk

Shortcuts for tag list and task list.

Two keyboard short cuts have been added to the topic:

  • Ctrl + Alt + T to show the Tag List window

    Tag List window

  • Ctrl + Alt + S to show the Task List window.

    Task List (cut down)

Using keyboard shortcuts

More icons described.

More existing toolbar icons have been added to the topic.

Using the toolbar icons

When a tag list expires it is suppressed from view.

The topic has been updated to reflect what happens when a tag list reaches its expiry date without having been renewed.

Store Tag List window

The time portion of the expiry date is no longer shown and the heading is more explicit that tag list 'expires after' the date shown.

Storing a tag list

Ability to overwrite an existing tag list.

A new topic describes how to extend a tag list's expiry date.

Store Tag List window

Extending a tag list's expiry date

New Only Store File Path field on the Import Document window.

A new Only Store File Path field has been added to the Import Document window, which is accessible from the DocMan tab of applicable maintenance windows.

Import Document window (highlighted Only Store File Path field)

The information about importing documents has been split out into two new topics, so that the procedures, fields and buttons are explained more fully:

  • Importing a document
  • Linking a document to a group of community members.

Using document management (DocMan)

Importing one or more documents

Linking documents using a tag list

DocMan tab - view files that only have the source path defined.

Several topics have been updated with details of the Source Path field, used to link to documents on a file server.

Tip: Use Universal Naming Conventions (that is, \\server\directory\filename), as described in several of the topics.

Using document management (DocMan)

Option not to use MAPI email screen.

The window shown when emailing community members depends on the new UseMAPI configuration setting.

A new topic has been written and others have been updated.

Send Email(s) window

Sending emails

UseMAPI configuration setting in the System maintenance manual

 

SMS enhancement.

A new topic has been written detailing how to send SMS text messages to community members. Several topics have been added to the System maintenance manual.

Send SMS(s) window

Sending SMS text messages from grids

Setting up SMS (Short Message Service) in the System maintenance manual

See Also

What's new in Synergetic version 60

Community

Development

Human resources

Extracting data

System maintenance

Future students

Current students

Past students

Curriculum

Attendance and absence events

Sales

General Ledger

Roll returns

© 2015 Synergetic Management Systems. Published 6 May 2015.

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