Custom fields are fields you create to capture information that’s specific to your customers and business. They can help you identify and/or track the unique information that’s most important to you.

Syncro allows you to create custom fields for Assets, Contacts, Customers, and Tickets. You will also create custom Types to help you organize custom fields related to assets and tickets.

About Custom Fields

Before you begin creating custom fields, there are a few important things for you to know:

• Special characters (such as “/” and “?”) are not allowed in the Names of custom fields.
• If you use the same Name for two different fields, your information won’t save properly or may cause errors when you try to save.
• If you rename a custom field that is already in use, information entered under the original name may no longer be available.
• If you add a required field to a Ticket Type that’s already in use for existing tickets, these tickets will enter an invalid state and won’t be editable until you complete the required fields. If you make a field required, whenever you edit tickets already assigned to that Ticket Type, you'll need to complete the required field to save your changes.

Create and Manage Custom Assets

Syncro provides a list of Asset Types by default. These include: Access Point, Firewall, NAS, Printer, Router, Switch, Syncro Device, Unmanaged Computer, and UPS. Each type of asset has associated fields, which you can manage and/or add to. 

You can also create your own custom Asset Types and the fields associated with them.

Note: Some Asset Types and custom fields are labeled “system type” or “system field”, and cannot be edited. You can, however, specify whether they’re required, and most can be reordered.

Create a Custom Asset Type

To create a new custom Asset Type, follow these steps:

1. Navigate to the Admin tab. 
2. In the Customers section on the left-hand side, select “Asset Custom Fields”. The Asset Types table displays the current list of Asset Types:
   
   Tip: An alternative path to this page is from the Assets & RMM tab. Once you're there, select “Asset Types” from the View menu.
3. In the upper right corner, click +New Asset Type. 
4. Enter a name for your asset type in the Asset Type Name field, then click Create Asset Type. The Asset Types table displays the new field, sorted alphabetically in the list.
5. Create or Manage Custom Fields for an Asset Type.

Tips: 

• You can also use the three-dot menu to Clone or Delete an Asset Type:

• Click ←Back to Assets to navigate to the Assets & RMM tab.

Create or Manage Custom Fields for an Asset Type

1. From the Asset Types table, click the appropriate “Manage Fields” link. A list of custom fields for this asset type displays in a table. 
2. Click +New Field to add a new custom field. 
3. Enter a name, and the field type. See Custom Field Type Options for details. You can also check the Required box. 
4. Click Create Asset Field. The custom field appears in the table for this Asset Type.
5. Click ←Back to return to the Asset Types table, or repeat steps 2-4 to create more fields.

Note: You can return to the Custom Fields table for this asset type to Edit or Delete any associated custom fields. However, see About Custom Fields for some cautions.

Tips: 

• You can click directly on the Required/Not Required text in the table to toggle this setting directly from the table.
• If desired, use the triple line icon () on the far right of the Custom Fields table to reorder any custom fields. This is the order they’ll appear in whenever you manually create a new asset. 

Create Custom Fields for Contacts

To create a new custom field for your Contacts, follow these steps:

1. Navigate to the Admin tab. 
2. In the Customers section on the left-hand side, select Contact Custom Fields. The Contact Custom Fields table displays. (It may be empty the first time you visit.)

Note: You can return to the Contact Custom Fields table to Edit or Delete any custom Customer fields.

3. In the upper right corner, click New Field. The New Contact Field page displays.
4. Enter a Name for this custom contact field, and use the Field Type dropdown to select its type. See Custom Field Type Options for details.
5. Click Create Contact Field. The Contact Custom Fields table displays the new field, with the Name and Type you specified in the first two columns:

These fields also now appear at the bottom of the page you’ll use to create new or editing existing contacts: 

. . . scroll down . . .

Create Custom Fields for Customers

To create a new custom field for your Customers, follow these steps:

1. Navigate to the Admin tab.
2. In the Customers section on the left-hand side, select “Customer Custom Fields.” The Customer Custom Fields table displays. (It may be empty the first time you visit.) 
   Note: You can return to the Customer Custom Fields table to Edit or Delete any custom Customer fields.
3. In the upper right corner, click New Field. The New Customer Field page displays.
4. Enter a Name for this custom customer field, and use the Field Type dropdown to select its type. See Custom Field Type Options for details.
5. Click Create Customer Field. The Customer Custom Fields table displays the new field, with the Name and Type you specified in the first two columns:

These fields also now appear on the Custom Fields subtab you’ll find when creating new or editing existing customers:

Tips: 

• You can enter one or more domain(s) for this Customer in the Email Domain(s) custom field. so it’s recognized by your inbound email mailbox. If an email arrives in your inbound mailbox with an unrecognized address, Syncro will use this to open a ticket for this Customer.
• The Type of custom field you specified in Manage Custom Fields is indicated with a small icon to the left to remind you.
• Click Manage Custom Fields on your New or Editing: Customer pages to quickly navigate back to this Administration page for custom customer fields.
• If desired, use the triple line icon () on the far right of the Customer Custom Fields table to reorder the custom fields. This is the order they’ll appear in on the Custom Fields tab whenever you manually create a new customer. See also Create a Customer. 

Create and Manage Custom Ticket Types

You can create your own custom Ticket Types and the fields associated with them. 

As an example, you may want to create ticket types for Projects, Service Requests, Onboarding, and Sales Opportunities. The custom fields defined for each of these types would allow you to collect different information.

Note: If you want non-Global Admins to be able to manage custom ticket types, check the “Manage” box under Ticket Custom Fields in the appropriate Security Group. 

Create a Custom Ticket Type

To create a new custom Ticket Type, follow these steps:

1. Navigate to the Admin tab. 
2. In the Tickets section on the left-hand side, select “Ticket Custom Fields.” The Ticket Custom Field Types table displays the current list of Ticket Types:

3. In the upper right corner, click New Custom Field Type. 
4. Enter a name for your ticket type in the Custom Field Type Name field, then click Create Custom Field. The Ticket Types table displays the new field, sorted alphabetically in the list.
5. Create or Manage Custom Fields for a Ticket Type.

Tip: You can also click the “Disable” link to disable a ticket type. If you disable a ticket type, tickets assigned to that type still retain their custom fields, unless you reassign the ticket to a different ticket type.  Click “Re-Enable” on a ticket type in the Disabled Custom Field Types table if you change your mind:

Create or Manage Custom Fields for a Ticket Type

1. From the Ticket Types table, click the appropriate “Manage Fields” link.  A list of custom fields for this ticket type displays in a table. (It may be empty the first time you visit.)
2. Click New Field to add a new custom field. 
3. Enter a Name for this custom ticket type field, and use the Field Type dropdown to select its type. See Custom Field Type Options for details. You can also check the Required (for new ticket creation) and/or Hidden from PDF boxes (to hide in PDFs generated for estimates, invoices, and/or tickets). 
4. Click Create Ticket Field. The custom field appears in the table for this Ticket Type.

Note: You can return to this Fields table for this asset type to Edit or Delete any associated custom fields.

Tips: 

• You can click directly on the Required/Not Required text in the table to toggle this setting directly from the table.
• If desired, use the triple line icon () on the far right of the Fields table to reorder any custom fields. This is the order they’ll appear in whenever you manually create a new ticket. See also Create a Ticket.

Custom Field Type Options