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Version 71.0104

This section outlines changes to the Introduction manual arising from changes made to Synergetic (versions 70.21-71.01).

Monitoring Synergetic data using Power BI Dashboards

Change

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Email addresses now included when you copy grid contents to Excel.Synergetic has long supported the ability to copy grid contents to Microsoft Excel. With this release, when you copy grid contents to Excel from a Selector grid (e.g. Current Student Selector) the exported data includes the default email addresses of the community members.Exporting information to Microsoft Excel
New Power BI Dashboards for monitoring Synergetic data.

You can use the following Power BI Dashboards to monitor Synergetic data:

For information about Microsoft Power BI, see Microsoft Power BI.

New debtor email merge fields for emails and SMSs.

The following debtor email merge fields have been added to allow you to personalise debtor emails:

  • DebtorIDFull: populates the Debtor ID
  • TotalOwing: total amount owing
  • CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges)
  • BPAYReference: BPAYReference number.

Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid.

Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.

Using the Send Email(s) window

Using merge fields in emails and SMS messages