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If you would like to reset your Synaptic Webline password, you will need to do the following: Complete your Webline number and Username & click 'Send' This will send a password request through to your email address. Click the...
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How do I create a user account on Webline
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Webline can be accessed via the Synaptic Software Limited website. Go to the Synaptic website – www.synaptic.co.uk and scroll down the screen until you find the ‘log in’ option. Click on Synaptic. This will take ...
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Clicking the " View All Users " link shows a table of all users registered for that firm (including any that may have been set as disabled for any reason). The first column shows the user name – the admi...
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There could be a few reasons why you have not received a password reset email: Have you entered the correct Webline number and username? Have you checked your junk folder? Your email address may not be within your user details (you should have s...
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Webline Play allows you to set a primary and secondary colour of your choice, which can be based on your website colour scheme. All you need is the Hex colour codes you would like to use (we can help with this if needed) and can be discussed with y...
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For some Providers you will need to use credentials that are unique to you. This can be either via a Unipass or with specific usernames and passwords. In order for Contract Enquiry to work you will need to input these details in your Account Setti...
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There will be a number of questions to answer before being able to produce the report, it can include a manual ATR reason and a closing statement if required: Once done, use the Next button to produce the report: The report opens in a sepa...
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Start a goal review by selecting the magnifying glass symbol at the end of the goal you wish to review. You can then work your way through the different steps available for reviewing the client’s goal. Goal Details area allows you to...
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Once a goal has been added and modelled it can be located at a later date by finding the client and clicking on Goals within the client’s record: Once this has been clicked, a list of all the Goals recorded for this client will be displaye...