Email threads are created based on the email subject lines, ensuring that all replies are kept in the same thread group within that project.

The Skype user name that this staff member uses for making business calls. Enter the salary remuneration details for the staff member for use in the profitability reporting features in Synergy. The office main number or direct dial number for the staff member. (Optional) Enter any other required staff information such as: job title, alternate phone numbers, social accounts, additional email addresses, and street and postal addresses. Click the search button to apply the filter. An indicator is added to each message in Outlook so you know which messages have already been saved to Synergy. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Setup a staff record to allow login access to your Synergy organization. Create new staff records, and learn more about what actions are available in the staff list. Make a staff record 'inactive' to stop the record showing in drop down lists in Synergy. De-duplicate emails by keeping the email conversation string stored together in Synergy as a thread. The Synergy Outlook add-in for architecture and engineering projects works with Microsoft Office 365, which supports Outlook 2013 and higher on PC and Mac desktops, and in the web browser view of Outlook (desktop scale). Select the word 'default' in the top left corner to see the available views. The email filing location (project folder) is identified automatically when a Synergy project name or number is in the email subject line or email body. The Synergy Outlook add-in assigns project emails to the correct project based on content in the email, such as project number, project contact name, project address. The primary email (1) entered against the staff record. The mobile phone or cell phone number to be used for the staff member. The first and last name of the staff member. This is a mandatory field. The linked in address for the staff members profile. Tags are extra data that can be entered against a record to make it easy to search for in a list, or in reports. Sam Liptrott | Director (London), OFR Consultants. The staff name is shown in all the views. Staff records require cost or salary details to be entered for use with the project profitability reporting. To learn more about what functions each staff member can open, view the. The manager that the staff member reports to is shown. Pin the Synergy pane in Outlook to appear alongside your email message to make it easier to use to file the next email. View the tags that have been entered against a staff member. You gain a huge time saving in filing project emails, and this is key to project information management – you can keep all project emails and attachments in a central, searchable place with all other project information. The list refreshes and the item(s) have been hidden from the default list view. Any extra phone numbers stored against a staff record. View the date that the staff member started working for your organization. Install the Synergy Outlook add-in for each staff member to save and file project emails to Synergy project folders. Use the addresses view to see the Work, Postal, Home, or Other address type entered for each staff member. Type the email address that the staff members Synergy login invitation will be sent to. Each staff record allows for up to four email addresses to be added. For simple project email management, install the Synergy Outlook add-in from the Microsoft Office 365 store (access this via a button in Outlook).
How do I change the name of an existing team?

The unique ID number used as an optional field in the.

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