Best Practices for Creating Contacts
Table of Contents
A Contact is a specific person at the business (Customer) you are supporting.
Adding Contacts in Syncro helps you maintain great relationships with the businesses and end users you support.
You can set which types of communications each contact receives, and store unique information for each contact (using Custom Fields).
This document contains best practices to help you set up your Contacts.
Prerequisite Settings
To use Contacts, the “Enable Multiple Contacts on Customers” box must be checked.
To verify this, navigate to Admin, then select “Customer Settings” from the Settings Pages box:
About Contact Emails
In Syncro, a Contact’s email may be recognized and matched to a Ticket, and/or used to track Assets.
You can have two Contacts with the same email as long as the contacts are associated with different Customers. However, if a Contact shares an email with the primary Customer (or across other customers), it can lead to imperfect matching when Syncro converts an email into a ticket to associate with a Customer.