The linked in address for the staff members profile. Filter the list by selecting the search button . Each email reply to a thread is stored as a new version against the original email saved in Synergy. How do I change the name of an existing team? A login is required for the staff member to be able to enter timesheets. To learn more about what functions each staff member can open, view the. The Synergy Outlook add-in lets you save project emails, with attachments, straight to your project folders in Synergy. The primary email (1) entered against the staff record. Use the search or filter options to limit the number of staff records shown in the list. View the existing staff records in Synergy, who each staff member reports to and what security access level they have in Synergy. Use one or more of the filter options to restrict what data is shown in the list. 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. (Optional) Enter any other required staff information such as: job title, alternate phone numbers, social accounts, additional email addresses, and street and postal addresses. View the date that the staff member started working for your organization. They can get on to ParentVue and change their personal info anytime they need to, … The first and last name of the staff member. De-duplicate emails by keeping the email conversation string stored together in Synergy as a thread. Type the email address that the staff members Synergy login invitation will be sent to. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Email threads are created based on the email subject lines, ensuring that all replies are kept in the same thread group within that project. You can install the Synergy Outlook add-in for architecture and engineering projects from the Microsoft Office store directly from Outlook. Sam Liptrott | Director (London), OFR Consultants. Key benefits of using Synergy project email management Outlook add-in: Synergy makes project email management easy with an Outlook add-in. 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. Tip: Return to viewing all results by clicking the clear button in the search bar. This is a mandatory field. Any extra phone numbers stored against a staff record. The manager that the staff member reports to is shown. Each staff record allows for up to four email addresses to be added. The access level given to the staff member that controls which functions they can use. The position or job title for the staff member at your organization. Setup a staff record to allow login access to your Synergy organization. This shows the email subject line, organisation you’re connecting to, the project the email will be filed to, the project folder, and the option to include attachments. Return to seeing all items in the list by clicking the clear button in the search bar. This is their main work email address.

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