Articles

• Synapsys Statuses Below is a list of status definitions used in Synapsys. Term Definition Active Ne...
• Contact Events To enter a contact event for a client, do the following: In Xperience > Produc...
• Service Events Note: To access Synapsys click  here . To submit a service event for a client, do...
• Sales Events To enter the sales event for a client, do the following: Xperience > Products ...
• Referrals OverviewSubmitting referrals is a great way to reach your Take it to 10 goals and...
• Receiving / Working Referrals - Synapsys ALL referrals must be updated for tracking and reporting purposes. If you are wor...
• Synapsys CRM Navigation To access the Synapsys Suite Manager do one of the: Xperience > Products > ...
• 22(2)3 New Client Onboarding Overview The 22(2)3 new client onboarding process gives you the tools to become y...
• CSC Contact Events for Office Follow-Up Use the steps below when creating a contact event for client complaints that requ...
• BSA Contact Event - High Risk Accounts BSA monitors high risk accounts for unusual and suspicious transactions and activ...
• Printing a Relationship Statement & Extended Information Relationship statements and extended information reports are for internal use onl...
• Client Birthday List To generate a list of upcoming client birthdays for our office, do the following:...
• Client Complaints A complaint is when a client expresses his/her dissatisfaction with a product, se...
• Status of Referrals Submitted To check on the status of referrals you have submitted previously, do the followi...