An Organization is an entity representing your clients' businesses or their internal department structure. 

This document describes how to manually create, edit, archive, or delete Organizations. It also includes best practices for working with Organizations in Syncro. 

You can read on, or watch this short video to learn more:

Notes: 

• Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.
• If you want to import Organizations into Syncro instead, see Import Existing Organizations.

Optional Pre- & Post-Requisites

If you have not specified some values in the Administration module prior to creating a new Organization, some dropdown menus may appear empty or have limited options. Other fields won't display at all. Therefore, it's a good idea to verify and/or modify the following before you begin:

• Tax rates: So you can specify the Organization's default rate or mark them as having a “tax free” status.
• Invoice Terms: Sets the default payment terms for this Organization's invoices.  
• Internal Ticket Warning: Check the “Enable Internal Ticket Warnings” (under Admin > Tickets - Preferences)  to add text area to the new/edit Organization pages so you can enter a message that Syncro will display at the top of any new Ticket for that Organization. Then when you create the Organization, you can enter something like “Owes money. Only Stacy can approve onsite visits.” 
• Custom Fields for Organizations & End Users: If you would like to track additional information about each of your Organizations in Syncro—which you can later use in Saved Searches, automations, etc.—you can create them.

Best Practices

Everything you do in Syncro requires a Organization, so your very first task is to create one. We strongly recommend that you review the list of best practices so you avoid common mistakes and create a solid foundation for using the Syncro platform. 

Create an Organization

Tip: You can also create a new Organization from any page in Syncro via the global New menu.

To create a new Organization, follow these steps: 

1. Select the Organizations tab. Any existing Organizations appear in the table.
2. Click +New Organization. The New Organization page displays, with the Information subtab selected. 
3. In the BASIC INFO section, only the Business Name field is required. There are also several SETTINGS sections that you can complete. See Organization Fields Reference for details.
4. If you've previously created Custom Fields for Organizations & End Users, click the Custom Fields subtab then complete any fields there.
5. Click Create Organization to create this Organization and display its Details Page. Or, click Create Organization And Ticket to create this Organization and display the New Ticket page so you can create an associated ticket.  

Edit an Organization

IMPORTANT: When you edit an existing Organization, you gain the ability to select a Syncro Tenant in the ORGANIZATION SETTINGS section. Syncro will not allow you to save your changes without selecting a Syncro Tenant. 

Note: If you've integrated Microsoft and mapped the Microsoft and Syncro Tenants, you gain the ability to support larger Organizations (e.g., those with End Users in multiple locations). If you haven't done this integration yet, the existence of the Syncro Tenant simply provides the infrastructure for future scalability. See Integrate Microsoft & Syncro Tenants for more information.

To edit an existing Organization, follow these steps: 

1. Select the Organizations tab. Any existing Organizations appear in the table.
2. Click the hyperlinked Customer Organization name to open its Details Page.
3. In the upper right corner, click Edit.
4. Adjust values for any of the fields. See Organization Fields Reference for details.
5. Click Save Changes.

Tip: You can also bulk edit several Organizations at once from the Organizations table. For more information, see About the Organizations Tab/Page.

Archive or Unarchive an Organization 

When you no longer need an Organization, you may want to archive it so that it no longer appears in your list of Organizations.

To archive an Organization, follow these steps:

1. Select the Organizations tab. 
2. Click the hyperlinked Customer Organization name to open its Details Page.
3. In the upper right corner, click the Actions button menu, then select Archive.
4. Click OK to confirm.

To retrieve an archived Organization, follow these steps:

1. Navigate to the Organizations tab.
2. Click the Modules button menu and select Show Archived.
3. Click the hyperlinked Customer Organization name to open its Details Page.
4. In the upper right corner, click the Actions button menu, then select Re-enable.

Delete an Organization

IMPORTANT: When you no longer need an Organization, you can choose to archive it or delete it entirely. When you archive, you have the option to unarchive or delete the Organization later. Deletions are permanent.

To delete an Organization, follow these steps:

1. Select the Organizations tab. 
2. Click the hyperlinked Customer Organization name to open its Details Page.
3. In the upper right corner, click the Actions button menu, then select Delete. (You can also do this from the “Edit Organization” page.)
4. Click OK.

Merge Organizations

IMPORTANT: The merging of Organizations is not a reversible action. Be certain you want to do this before proceeding.

When you merge two Organizations, the information Syncro displays in the "Duplicate Organization to Remove" box carries over to the “Final Organization,” with the following exceptions: 

• Address (City, State/Country, Zip/Postal Code)
• Prepay Hours (Block Hours) Balance
• Notes
• Custom Fields
• All SETTINGS, including "SMS Service Enabled" and “Opt Out - Email Marketing,” which you may want to check. 

All other information--including Tickets, End Users, Payments, and Logs—will be included in the “Final Organization.”

To merge two Organizations, follow these steps:

1. Select the Organizations tab. 
2. Click the hyperlinked Customer Organization name to open its Details Page.
3. In the upper right corner, click the Actions button menu, then select Merge. (You can also do this from the “Edit Organization” page.)
4. Click OK.
5. In the “Final Organization” box, type the name of the Organization you want to merge this one into, then select it.
6. Click Merge Organizations. Syncro displays the Organization Details Page for the remaining (Final) organization.

Tip: If you see anything you want to change, simply click Edit.

Manage Custom Fields for Organizations

Whenever you create or edit an Organization, you can click the Manage Custom Fields button in the upper right corner to navigate to the Organization Custom Fields page. Here, you can create, edit, delete, or reorder Custom Fields related to Organizations.

For more information, see Custom Fields for Organizations & End Users.