New Discourse tab.

You can use the Discourse tab of the Preferences window to maintain your preferences for the Discourse community portal.

Setting up Synergetic the way you want

Improved filter search for drop-down lists.

You can filter drop-down lists by typing any word into the field provided. The drop-down list will refresh to display matching entries.

Using drop-down lists

New preferences for using old grids and drop-down list searching.

You can select the following fields on the Preferences tab of the User Preferences window:

• Old Style Grids to display grids with horizontal lines
• Lookup Search Method to determine which search method is used for drop-down list searching.

Setting up Synergetic the way you want

Using drop-down lists

New ability to search tabs by name.

You can use the Search Tabs By Name window to search for tabs by name.

Tailoring menus and tabs

New tab highlights

You can click on the Customise Tab Layout window to apply highlights to frequently used tabs.

Tailoring menus and tabs

New pivot view for grid area records.

You can use the Grid Record Pivot View window to switch between individual grid area records.

Sorting and filtering grids

New privacy settings for email templates.

You can use the new privacy settings on the Edit template window to:

• create new private email templates
• assign owners to private email templates
• filter the templates displayed in the grid area.

Maintaining email templates

Fields Changed tab added to the User/Workflow Task window.

You can use the Fields Changed tab of the User/Workflow Task window to view and approve field changes.

User/Workflow Task - Fields Changed tab

New Mode field added to the Action Centre.

You can use the Mode grid area field on the Action Centre window to determine whether Action Centre messages are either:

• targeted to specific community IDs
• sent to subscribers.

Using the Action Centre window

New ability to mark individual messages as read.

You can use the following buttons to mark individual messages as read:

Using the Action Centre window

New maintenance launch buttons added.

You can use the following buttons to launch maintenance records linked to Action Centre messages.

• 
• 
• .

Using the Action Centre window

New tabs added to the Action Centre.

The following tabs have been added to the Action Centre:

• Fields Changed tab
• About tab
• Order Details tab
• Approval tab.

Action Centre

Action Centre - Fields Changed tab

Action Centre - About tab

Action Centre - Order Details tab

Action Centre - Approval tab

Updated Preferences functionality.

New fields have been added to Synergetic preferences:

• Default Sub School field on the Preferences tab

• Email field on the Action Centre tab

• Receive emails for non-subscribed messages field on the Action Centre tab.

Setting up Synergetic the way you want

New notification icons added.

New notification icons have been added for

• individual plans -
• anaphylaxis - .

Using notification icons

New Calendar for recording appointments.

You can use the Calendar to record important appointments at your organisation.

Calendar

Maintaining calendar memberships

User/Workflow Task window updated.

The User/Workflow Task window has been updated to include:

• Add Sub Task and New Task drop-down list buttons to quickly create new tasks.
• New About tab to display information about the currently selected task.
• renamed buttons.

Using the User/Workflow Task window

New ability to create templates from tasks within workflows.

You can use the button to create task templates from tasks within workflows.

Using task templates

Creating a task template

Adding a template to an existing task

New Become Originator button.

You can use the button to change the originator of an existing task to the current user.

Using task templates

Changing the originator of an existing task

New HTML formatting for Action Centre messages.

You can apply HTML formatting to Action Centre messages.

Action Centre - Description tab

Maintaining Action Centre setup data in the System Maintenance manual.

New Action Centre message link to Medical Maintenance.

You can click the link button on medical incident Action Centre messages to access Medical Maintenance.

Using the Action Centre window

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

New Crystal Reports capability.

You can prioritise standard Crystal Reports over custom reports for a Synergetic session.

Running reports

New Help menu icon.

You can access Synergetic help easily using the Help menu icon.

Using the online help

New window shortcut.

You can quickly maximise the active window within Synergetic by pressing Ctrl+Shift+M.

Manipulating your windows

New automatic notifications.

You can configure Synergetic to automatically generate notifications based on:

• student Absence Events
• unsubmitted Attendance records.

Configuring automatic notifications

New grid enhancements.

You can turn on automatic grid enhancements in the Preferences tab of the Preferences window.

Setting up Synergetic the way you want

New tag list abilities.

System administrators can edit or delete other users' public tag lists.

Tag lists

New grid filtering.

You can filter many of the grids in Synergetic to make it easier to find the items you want.

Sorting and filtering grids

Changes to window behaviour.

When you click on a maintenance window, any related windows are also brought to the front.

When resizing a maintenance windows, grids also resize accordingly.

Manipulating your windows

New emailing from grid options.

From grids you can select to email:

• the selected community member
• the parent or guardian of the community member
• all community members in the grid
• the parents or guardians of all community members in the grid.

Sending emails from a grid

New handling of siblings when emailing.

When sending emails to a group of students including siblings, parents would previously receive one email per sibling when the Send to Parents field was selected. Now only one email is generated for the siblings, unless the email is personalised for each student with a merge field.

Using the Send Email(s) window

Using merge fields in emails and SMS messages

New Email Authentication window.

The Email Authentication window displays the fields to configure your email authentication and enable a copy to be sent to your own email address.

Using the Send Email(s) window

Redesigned Send Email(s) window.

In the Send Email(s) window you can:

• add, edit and modify email templates
• add, edit and modify email signatures
• add attachments
• switch between Plain Text and HTML without losing content
• load an HTML file into the email body.

Using the Send Email(s) window

Maintaining email signatures

Maintaining email templates

Attaching files to emails

New Thesaurus and changes to Spell Check.

You can press Shift + F7 to open the Thesaurus window or Shift + to open the Spelling Options window.

Depending on your configuration settings and preferences, a spell check is performed on emails when you click OK in the Send Email(s) window.

Spell check and spelling options

Using the Send Email(s) window

DocMan Bulk Print abilities.

You can use the DocMan Bulk Print window to filter, view, print, email and tag linked community members for multiple items.

Using the DocMan Bulk Print window

Tag list security changes.

The system administrator at your organisation can edit or delete public tag lists.

Storing a tag list

Loading a tag list

Detection of the help file.

Synergetic automatically detects whether the most recent help file is used when you press F1. If there is a newer version on your network, it is downloaded and replaces your local help file.

Using the online help

Changes to the Preferences tab.

You can use the Preferences tab of the Preferences window to define:

• the default document classification to be used:
  • in DocMan
  • when sending emails using the Default Document Classification and Override System Default fields
• the icons displayed on the menu toolbar.

Setting up Synergetic the way you want

Custom Help menu.

You can launch documents and videos from Synergetic using the Custom Help menu.

Using the custom help

New knowledgebase access.

You can access knowledgebase articles and the Synergetic website from the Help menu.

Finding additional information from Synergetic Management Systems

New Spelling Options for customising spell check.

You can configure how Synergetic performs spell checks, including:

• the language used for spell checking
• whether Synergetic automatically corrects spelling as you type
• whether Synergetic ignores internet addresses, markup languages, words containing numbers or in UPPERCASE
• custom dictionaries to include, exclude or auto-correct words.

Spell check and spelling options

New pinnable selector windows.

You can pin selector window to their maintenance window so that both windows move together.

Manipulating your windows

Import emails into the Correspondence tab.

You can import emails from Microsoft Outlook by dragging and dropping into the Correspondence tab of a maintenance window.

Dragging and dropping emails from Microsoft Outlook

New confirmation dialog in the Task window.

A confirmation dialog is displayed before closing tasks with open sub-tasks or opening sub-tasks with closed tasks.

Using the Task window

New buttons in Tag List.

You can email or SMS individual community members from the tag list, or all community members in the tag list.

Tagging community records for later use

New fields in Send Email(s) window.

You can personalise emails sent to community members using merge fields.

Using the Send Email(s) window

New standalone program detection system.

If Synergetic detects an updated patch or standalone program, you are offered the option of running the newer version or the existing one.

Running a standalone program

New topic about using the Camtasia application to play videos from Synergetic.

A topic has been added on how to store and use the Camtasia application to play Synergetic videos that:

• demonstrate new Synergetic features
• explain how to use Synergetic modules
• provide updates on changes to Synergetic functions and modules.

Finding additional information from Synergetic Management Systems

New override to input pre-1900 dates.

You can use pre-1900 dates in Synergetic by pressing F9 to type in dates manually.

Entering dates and times

New button in the Send Email(s) window.

You can display or hide the email SMS and fax settings in the Send Email(s) window.

Using the Send Email(s) window

New DPI settings management.

If you set your computer to display large icons, Synergetic compensates to prevent menu items and buttons being distorted.

New custom icon placement in maintenance windows.

Synergetic now aligns custom icons to the right to prevent overlapping with community member names.

Using custom icons

New Correspondence tab in maintenance screens.

Synergetic stores all SMS and emails sent to a community member and any imported emails from Microsoft Outlook in the Correspondence tab in:

• Community Maintenance
• Creditor Maintenance
• Current Student Maintenance
• Debtor Maintenance
• Development Maintenance
• Future Student Maintenance
• Past Student Maintenance
• Staff Maintenance.

Community maintenance - Correspondence tab

New Linked Task system.

You can link maintenance records to tasks and launch them from the Task window.

Creating a linked task.

New calculator button in toolbars.

You can use the new Synergetic calculator to calculate a value and then automatically put the answer into the currently selected numeric field. Results are discarded for fields that are read-only.

Using the toolbar icons.

New tab sorting method.

You can right click on the tab name to make tabs appear in their defined order or alphabetically.

Tailoring menus and tabs

New General Ledger Maintenance launching option.

You can launch General Ledger Maintenance from any General Ledger code drop-down list.

Launching another program

Change

More information

See

Sort grids by heading fields.

You can now sort many of the grids in Synergetic by clicking on their heading fields.

Sorting grids

Launch programs from grid menu.

You can now launch programs from any grid that has a Synergetic Community ID field.

Launching another program

Custom search forms.

You can now add search criteria specific to your organisation using custom search forms.

Using custom search forms

Designing user search forms in the System maintenance manual

Custom icons.

A new topic has been added describing custom icons that are available on staff, student and community maintenance screens.

Using custom icons

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.

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.

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

  

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

  

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.

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.

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.

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.

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.

Sending SMS text messages from grids

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

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