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