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1. Decumulation Attitude to Risk Profiler 1-10

   Created On: 06/08/2025 in Synaptic Pathways Attitude to Risk Questionnaire Attitude to Risk Questionnaire - Downloads
   Downloadable Synaptic Decumulation Attitude to Risk Profiler for 1-10 with Capacity for Loss questions. Decumulation_Attitude_to_Risk_Scoring_Method_1-10.pdf ...

2. Decumulation Attitude to Risk Profiler 1-5

   Created On: 06/08/2025 in Synaptic Pathways Attitude to Risk Questionnaire Attitude to Risk Questionnaire - Downloads
   Downloadable Synaptic Decumulation Attitude to Risk Profiler for 1-5 with Capacity for Loss questions. Decumulation_Attitude_to_Risk_Scoring_Method_1-5.pdf ...

3. Income Analysis - Select scenarios to include in the Report

   Created On: 29/07/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
   This article is a continuation of  Income Analysis - Advanced Options - Compare Once you have chosen your selected scenario, click the Report tab: Report Options will appear. Here you will unselect any scenarios you don't want to appear ...

4. What's in Pathways 6.15 Release?

   Created On: 17/06/2025 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 6.15 Income Analysis Updates Scenario selection in reports Attitude to Risk updates in the final report Results graph legend update...

5. 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. ...

6. 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 ...

7. 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...

8. 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 ...

9. 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...

10. 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.

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