Syngency changelog
Syngency changelog
syngency.com

Clips – custom email templates

 

New

  

Custom email templates are now called Clips and can be inserted into messages when sending emails from Syngency.

Clips can contain rich text formatting and are great for quickly populating pre-written content in emails you regularly send from Syngency.

Just click the Clips button in the message editor:

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and select the clip you want to use:

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A real time-saver!

Learn how to create and manage your Clips.

Report improvements

 

Improvement

  

We have released a number of improvements for Reports this month:

 

Additional date filters for revenue and MAC reports

These reports can now also be filtered by Talent Payment Date as well as Any Date within the date range selected.

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Talent-specific MAC reports

You can now view a MAC report for a specific talent only.

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Logo on PDF reports

If you have uploaded a logo from Settings > Details, it will now appear at the top of your PDF reports.

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Reimbursement summary for talent statement PDFs

The PDF version of talent statements now shows a summary of any expenses reimbursed from jobs during the selected date range, so the talent has a clear understanding of what is being reimbursed from specific jobs:

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Bookouts and Notes on Schedules calendar

 

New

  

Previously you could only manage bookouts and chart notes from a talent's chart.

We've now added these features to the main Schedules chart, so you can quickly manage agency-wide chart notes and bookouts for your talent – all from the one screen.

Clicking (or clicking and dragging for multiple days) on the chart will display a popup menu from which you can select the type of entry you would like to add.

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Clicking on a Bookout will open its details in a modal window, so you can edit it directly, without having to be redirected to the talent's profile.

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We hope this makes managing your chart even faster in Syngency.

Production Contacts

 

New

  

If you've assigned a contact in the Production tab of a booking, that contact now has their own Productions tab in their contact profile. You'll see a list of all the productions (bookings) they've been added to.

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Billing Department staff now sync to Xero

 

Improvement

  

In the past, Syngency was only able to sync a Primary Contact to Xero:

Syngency

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Xero

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Now, any staff assigned to a Billing Department will now be synced to Xero as additional Contact Person.

Syngency

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Xero

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Xero's Include in emails setting will automatically be checked for these contacts, so they will receive any invoice sent from Xero.

Ethnicity types

 

Improvement

  

Ethnicities can now be managed from Settings > Types > Ethnicities, so you can add specific ethnicities as needed.

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Talent pronouns

 

New

  

We have added a new Pronouns fields to talent profiles:

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Message our support team if you would like your talent pronouns to be added to your website or comp card templates.

Invoice payment reminders

 

New

  

We're excited to announce the release of a much-requested feature: automatic payment reminders for your invoices.

From Settings > Accounts, you can now specify how often you would like a payment reminder email sent to your clients if an invoice sent to them is still past due.

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The reminder email is sent to all recipients to whom the invoice was originally sent.

It uses your agency email template and can be highly customized from Settings > Templates > Payment Reminder.

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An example template might be:

This is a friendly reminder that Invoice {{ booking.invoice_number }} was
due on {{ booking.invoice_due_date | date: agency.date_format_medium }}.

Please make payment as soon as possible.

Thank you,
{{ agency.name }}

Feel free to contact the support team if you would like any assistance in setting this up.

New gallery package selection mode

 

Improvement

  

OK, we'll admit it. Selecting media for gallery packages has been sluggish and laborious for quite some time now.

If you wanted to select an entire gallery, you could – but it was a little hard to find.

We've listened, and have now released an entirely new gallery package selection mode, where you can select media from different galleries quickly.

Literally, in seconds. See it in action.

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Package expiration

 

New

  

You can now set an expiration date for your packages, to prevent them from being viewed after a specific date. This can be found in the Edit Package window within the package.

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Once the package has expired, opening the package via its online URL will display a notice that the package has expired, and a prompt to contact the agency for a new link.

A custom page can also be displayed instead by wrapping your existing package template at Website > Templates > Package with the following Liquid code:

{% if package.is_expired %}
    This package has expired. Please contact the agency for a new package link.
{% else %}
    <!-- Your standard package template -->
{% endif %}

You can always remove the expiration date should you wish to give clients access to the package using the original link.