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Created On: 13/02/2024
in Pathways Trials A 30-day trial is available on the Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application. R esearch entered into Synaptic Pathway...
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See below for key areas of Synaptic Pathways Contact page:
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Create a new contact by navigating to Contact in the top toolbar: Select the drop down arrow to create a new contact: Complete the details of your client: When entering the birthdate, start by selecting the year, month and day: ...
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See below for key areas on the Synaptic Pathways Homepage: ...
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This article is a continuation of Creating an Off-Platform Holding . To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All o...
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As an Administrator, you are able to enable Whole of Market Mode for users. Navigate to Setup at the top right of the screen: Type Users into the Quick Find box Click Users under Users: Click into the user you would like to a...
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Created On: 13/02/2024
in Pathways Trials To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that the cli...
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Created On: 13/02/2024
in Pathways Trials The application starts at £50 per user per month (discounts available for non-profits ) . You can access the application on the Salesforce App Store . Fo r more inform a tion please contact our team on hel...
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Created On: 13/02/2024
in Pathways Trials Your administrator will need to manage the package installation into Salesforce. Follow this link to Salesforce guidance on Installing Packages . Please note - we do not require passwords for installations and always recommend installing on sandbox...
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Created On: 13/02/2024
in Pathways Trials This article is for new Salesforce users. If you are an existing Salesforce user, see article - Creating a Trial - Existing Salesforce Customers You can create a new trial through our website. Go to www.synaptic.co.uk/trial Enter details you ...