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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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Last Updated: 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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Last Updated: 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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Last Updated: 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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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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A2Risk Adviser Guide
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Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.
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If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What brow...