New Search window.

New Search window automatically updates as users type to facilitate rapid searching.

Using the search window

New Action Centre tab in Preferences.

New Action Centre tab in the Preferences window.

Setting up Synergetic the way you want

Graphical calendar documentation updated.

Graphical calendar documentation updated.

Entering dates and times

Inactivity timeout documentation updated.

Inactivity timeout documentation updated with note that only super administrators can override automatic shutdown.

Inactivity timeout

Changes to emails and SMSs.

In the Send Email(s) and Send SMS(s) windows you can:

• Click on the Edit Signatures window to insert a default signature.
• Click on the main email screen of Send Email(s) or on the Edit Signatures window of Send SMS(s) to load an HTML file into an email.
• Click the icons or right click the message field to cut, copy and paste.

• Click the icon to insert links to hosted images.
• Determine whether the Send to Parents field is active.
• The DateToday field has been added as a merge field.

Maintaining email signatures

Using the Send Email(s) window

Sending SMS text messages

Ability to test notification settings.

You can click the button in Notifications Maintenance to test notifications to yourself.

Notifications Maintenance - Rules Maintenance tab

New confirmation window is displayed when deleting tags.

New confirmation window is displayed when deleting tags.

Tagging community records for later use

Updated Task functionality.

Updated task functionality including:

• redesigned task windows for single tasks and workflow tasks
• new tabs to manage dependencies, set advanced settings, view related tasks, and add documents
• new icons and highlights to improve usability.

Managing tasks

Using the User/Workflow Task window

Using task templates

New Send to Parents option in DocMan Bulk Print/Email.

You can now send to parents using the DocMan Bulk Print/Email window.

Using the DocMan Bulk Print window