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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 Synaptic Pathways Welcome! 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 Synaptic Pathways Welcome! 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 Synaptic Pathways Welcome! 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 Synaptic Pathways Welcome! 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 ...
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If you have pinned a task to the navigation bar (as seen below) the drop down arrow will disappear. To remove a pinned task, go to the edit pen on the top right of the screen: Remove by clicking the cross next to the task: Click 'Save...
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To assign licences, you will have to be an admin user Navigate to Setup in the top right of the screen: Type 'users' in quick find box on the top left of the screen. In the Users list, select ‘Users’ If you would like to add one new user...
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If you need our Support Team to look at an issue within your system, your System Administrator can grant access for a set period of time. Click on the ‘Astro’ logo at top right & click on ‘Settings’ From the menu bar on the left select ‘Grant A...
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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...