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1. Why does the Transaction Cost Ex-Ante differ to other sources? New

   Created On: 14/05/2025 in Synaptic Pathways Research Research - Frequently Asked Questions
   There may be a difference compared to values showing in other sources for transaction costs.   This is because we are primarily consuming one of the newer specific UK EMT v4.2 fields ‘09010_Financial_Instrument_Transaction_Costs_Ex_Ante_UK’ in th...

2. Can I add a note to a service contract?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   Add any notes to the Additional Notes field on the left side of a Service Contract. It can take a maximum of 100 characters. This field has been added to enter any information you would like to use in reporting, for e.g. DevOps references etc. ...

3. Do Price Lists have standard charging?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   Yes, most products on the price lists have standard charging structures that were set when we received the price lists. When selecting a product, the default charge for that product will appear. If you are offering a discount, override the price by ...

4. Can a product not on the Price List be added to an opportunity?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   Yes, when clicking ‘Add Product’ in the Product tab of an opportunity, you can deselect the Existing field and add a Write-In product. Please note – Use your Prefix before the product. This is important for any MI and being able to filter your pro...

5. What if a product is not on a Price List?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   You can deselect the Select Product field in the Quick Create: Opportunity Product screen. This will be a Write-In, one time use product, that will not be added to your price list. It is very important to use your companies prefix at the start of ...

6. Can I view all opportunities for an account?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   Yes, navigate to the account. Click into the Related tab> Select Opportunities. This will open to show the Opportunity Associated View, which includes open and closed opportunities. To change the view, click into the arrow to the right of Opportun...

7. Can I have multiple products on an opportunity with different terms?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   It’s best to add any products with any distinct differences to separate opportunities. This includes term.

8. How many products can I add to an opportunity?

   Created On: 15/05/2025 in Dynamics 365 Frequently Asked Questions
   You are able to add multiple products to an opportunity, but you they will need to be similar. For example, one software product may have several different modules. These can all be added to the same opportunity. If you have product types that are...

9. Creating a new Decumulation Attitude to Risk Questionnaire

   Created On: 09/05/2025 in Synaptic Pathways Attitude to Risk Questionnaire Attitude to Risk Questionnaire - Getting Started
   You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a ne...

10. What's in Pathways 6.14 Release?

    Created On: 22/04/2025 in Synaptic Pathways Release Notes & Documentation Release Notes
    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.14 Decumulation Questionnaire New decumulation questionnaire Decumulation capacity for loss questions Send questionnaire to clien...

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