New public and private tag lists.

Synergetic supports the storage of tag lists as either public or private lists. The topics have been updated.

Tagging community records for later use

Updated information when tagging records.

Several new topics have been written and existing topics have been updated.

Tag lists

Load Tag Lists window.

A new section has been added to describe the key fields and buttons on the Load Tag Lists window.

Loading a tag list

Store Tag List window.

The operation of the Description field on the Store Tag List window has changed; it is now a drop-down list.

A new section has been added to describe the key fields and buttons on the Store Tag List window.

Storing a tag list

New topic about tag lists.

A new topic has been created to describe in more detail how to load community members from an Excel spreadsheet into a tag list.

This information was previously in the Loading a tag list topic.

Loading community members into a tag list from an Excel spreadsheet

New topic about tag lists.

A new topic has been created to describe in more detail how to load community members from a comma-delimited file into a tag list.

This information was previously in the Loading a tag list topic.

Loading community members into a tag list from a file

New topic about tag lists.

The information about the button has been expanded and two new topics have been written. These provide more information about what happens when you select to save the tag list to either a constituency or a class.

Saving a tag list into a class

Saving a tag list into a constituency

Tagging community records for later use

Grid emailing - ability to email the parents of a student.

Allow override of sender name and email address when sending emails from grids.

A new topic has been written to describe how to email one or more records from a grid to community members. You can email the parents and guardians instead of a current or future student.

If you have access, you can also send an email on behalf of other staff members.

Using the Send Email(s) window

OverrideSenderText configuration setting in the System maintenance manual

New functionality - Tasks.

Two new topics have been added to describe how to:

• view tasks

  

• add new tasks and sub-tasks
• manage existing tasks and sub-tasks.

  

Managing tasks

Document management (DocMan) tab.

Many of the Synergetic modules include a DocMan tab that allows you to attach useful documents or photos to the community member's record.

Using document management (DocMan)

A notification message may be displayed while Synergetic is busy generating a report.

Synergetic displays a message while generating a report.

Viewing and printing reports

Synergetic Crystal reports. You can now have multiple report windows open at once.

The Crystal Report menu window is now "non modal". This means that you can still access other windows within Synergetic while it is open. You can also launch multiple report selection windows while still having access to other windows in Synergetic.

Viewing and printing reports

Search in Crystal Reports available.

Searching of Crystal Reports by their code or description is available on the Crystal Reports Available window. The search phrase can be typed in and the grid can automatically refresh as you type.

Viewing and printing reports