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Filtering the grid of contracts

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

The left-hand side of the grid screen shows all the fields of data which are recorded about the contracts, divided up into tabbed groups.(The fields and tabs which are available depend on the type of contract.) Features tab The first, Featur...
Adding columns to the grid of contracts

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

You can add a field to the grid of contracts simply by clicking on its name in the tabbed box on the left-hand side of the screen. The first screenshot shows a (filtered) grid of contracts containing three different types of field. You can remov...
Grid of contracts

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

This screen is the heart of Synaptic Research. On the right-hand side it starts by showing all the contracts for the type of product being researched. On the left it shows all the fields of data which Synaptic collects about those contracts, divided...
What is the layout of the filtering screen?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

The filtering screen provides access to a wide variety of functionality. The key parts of the screen are illustrated by the numbers in the screenshot below, and are described below. 1. The menu bar Like all other pages in the...
Entering client details

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

You can view a factsheet for an individual contract simply by clicking on its name in the grid (clicking on the company name displays a factsheet for the provider). The contract factsheet is illustrated by the first screenshot, and can be saved in P...
Choosing a product type

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

The software’s home page provides access to a number of areas of the system: The Home tab, containing news about products, companies and information on Synaptic products and training, plus the range of product areas (as many as seven), plus the Fi...
Overview of the research process

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

As described in the overview, Synaptic’s core research process is as follows: Choose the type of product to research. Enter client details , and any benefits/contributions which are applicable to the type of product. View information about t...
How do I start a piece of research?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research: · ...
How do I navigate the software?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

Synaptic Research behaves like a normal web site – you can use your browsers Back , Forwards , and Refresh buttons in the usual way. All pages have the same general layout: There is an icon in the top left corner (indica...
How do I update my Product & Fund research password in the Synaptic Suite?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

To access Synaptic Product & Fund Research through the Synaptic Suite, you will need to add your username and password with the Product & Fund tab . Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below:...