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 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). Click the search button to apply the filter. The mobile phone or cell phone number to be used for the staff member. Change a staff to be inactive as it cannot be deleted as it is already linked to projects, or time / expense transactions in Synergy. You can install the Synergy Outlook add-in for architecture and engineering projects from the Microsoft Office store directly from Outlook. Setup a staff record to allow login access to your Synergy organization. A login is required for the staff member to be able to enter timesheets. The Skype user name that this staff member uses for making business calls. Use the addresses view to see the Work, Postal, Home, or Other address type entered for each staff member. The linked in address for the staff members profile. The twitter handle or user name that this staff member uses. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. De-duplicate emails by keeping the email conversation string stored together in Synergy as a thread. The first and last name of the staff member. The Synergy Outlook add-in lets you save project emails, with attachments, straight to your project folders in Synergy. Calendar - Enter the required working hours per day for this staff member. Click the row action button  and select to open the staff record directly to the tab: Use the list views to alter which columns are shown in the list for staff records. (Optional) Enter any other required staff information such as: job title, alternate phone numbers, social accounts, additional email addresses, and street and postal addresses. These are mandatory fields. Tags are extra data that can be entered against a record to make it easy to search for in a list, or in reports. This is their main work email address. Make a staff record 'inactive' to stop the record showing in drop down lists in Synergy. View the date that the staff member started working for your organization. View the existing staff records in Synergy, who each staff member reports to and what security access level they have in Synergy. Any extra phone numbers stored against a staff record. To learn more about what functions each staff member can open, view the. The list refreshes and the item(s) have been hidden from the default list view. Enter the salary remuneration details for the staff member for use in the profitability reporting features in Synergy. Key benefits of using Synergy project email management Outlook add-in: Synergy makes project email management easy with an Outlook add-in. The manager that the staff member reports to is shown. Create new staff records, and learn more about what actions are available in the staff list. All the email addresses entered against a staff record can be seen in the email view. Use the search or filter options to limit the number of staff records shown in the list. 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. 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.