As the year draws to a close, our commitment to innovation remains unwavering. In the December Synuma Release, we're excited to unveil updates that will empower you to close out the year on a high note and set the stage for success in the coming year.

Filter by Lead Status on the Lead Board: Effortlessly target specific lead statuses, like 'low liquidity' or 'qualified , as they move through the visual sales pipeline on the Lead Board. ' These filters are 'sticky,' ensuring they stay put even as you explore other pages.

See Dates on Timeline Notification Emails: Timeline task notification emails, previously non-specific, these now offer detailed information when the estimated date changes. Now, notifications explicitly state the old estimated date and the new estimated date, ensuring that anyone with task-specific notifications gains a comprehensive understanding of the timeline adjustments.

Team Member Contact Reporting: With dedicated columns titled 'Team Member Details' in both the Development Report and custom reporting, you can now effortlessly access specific user information tied to team member roles for each unit. Check out this support article for more details about Team Member Contact Reports.

Location Phone Number, Email and Address in Location Grid: Now, you can customize your view by selecting Location Phone Number, Location Email Address, and Location Address as additional column options.

Import Leads, Seeds and Contacts with Custom Fields: Now, when importing Leads, Seeds, and Contacts, the process includes custom fields, providing a more robust and flexible solution for your data migration needs.

Access Unit Directly from Custom Report: Now, units are seamlessly linked within the report, providing you with direct access to detailed unit information with just a click.

See Historical Lead Campaign Data: On the same campaign tab, you can seamlessly explore historical data, revealing campaigns that leads have been assigned to in the past.

Document Trees for Companies: Just as you can create file structures for units that automatically populate when a new unit is created, now you can do the same for companies.

Add Documents to Templates: You can now customize your templates with specific documents, enhancing the flexibility of your campaigns, individual lead emails, FDD sending, and batch emailing.

Assign Timeline Task by Team Member Role: A game-changing feature to refine your task management – the ability to assign timeline tasks by team member role. No longer confined to selecting a singular contact, you can now choose from a list of team member roles, each with their assigned individual(s) on the unit. This enhancement provides a more flexible and dynamic approach to task delegation.

But that's not all – stay tuned for future updates as we expand this functionality to include bulk assign, swap assign, and assignments to team member roles at the master timeline level. Synuma is evolving to make your task management more intuitive and tailored to your team dynamics. Embrace the future of task assignment with Synuma's advanced features!

Allow Single Contact to be Listed as Multiple Roles within Project Team: Now, a single contact can seamlessly take on multiple roles within the project team. This enhancement ensures that the intricacies of your team dynamics are accurately reflected, allowing for more nuanced and comprehensive role assignments.

Sales Owner Personalization Token: When used in a template, this token automatically populates with the name of the assigned sales owner to the lead.

As we draw the curtain on the December Synuma Release, we hope you're as thrilled as we are about the array of enhancements that now enrich your Synuma experience. From refined reporting and document management to streamlined task assignments and personalized outreach, these updates are designed to make your workflow more efficient and tailored to your unique needs.

Your feedback is invaluable to us, and we encourage you to explore these new functionalities. Have questions or need guidance on leveraging these powerful tools? Reach out to your dedicated Synuma Support Specialists using the in-app chat. They're here to ensure you make the most of these enhancements and to guide you through any questions you may have.

Thank you for choosing Synuma as your project management solution. We're committed to continually improving and providing you with the tools you need for success. Here's to a productive and innovative new year with Synuma!