Documentation Center
Organization Settings Reference
The table below summarizes how the various Organization settings impact the behavior of Syncro. You'll find these settings in Admin > Customers - Preferences.
Note: 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.
| Field Name | Description | Defaults/Notes |
|---|---|---|
| Turn on SMS By Default |
Enables SMS for each Organization by default.
|
If you check this box and do not require either a Phone number or a Mobile number, Syncro always displays the Phone field on the New Organization page with the dropdown menu defaulted to “Mobile.” |
| Additional “Referred By” Items | Enter any additional options you want to be able to select in the "Referred By" dropdown menu when creating a new Organization. |
Customer, Friend, Google, Other, and Sign are the default options in the "Referred By" dropdown menu.
Syncro displays any additional items after these. |
| Optionally, Require These Fields When Creating a Customer | Check one or more boxes to require these fields when creating a new Organization. |
Options include: firstname, lastname, email, phone, mobile, referred_by, and address.
Custom Fields will not display as options here.
Contacts inherit this setting too. |
| Maintain Custom Names Between Tickets, Estimates, and Invoices |
Any custom names assigned to Estimates, Tickets or Invoices will automatically carry over when converting them from one form to another.
Learn more about this feature in the Syncro Blog. |
The default state of this box is checked. For example, suppose you create an Estimate with a custom name.
When you convert the estimate to a Ticket, Syncro uses the same custom name for that Ticket.
If you then convert the ticket to an Invoice, Syncro uses the same custom for that Invoice. |
| Enable the Prepay Hours Tracking Feature | When this box is checked, you can sell and apply prepaid (also called block) hours to an Organization. | See also Prepay Hours (Block Hours). |
| Disable Address Autocomplete | Disables the autocomplete feature for addresses when creating a new Organization. |
In other words, it shuts this off:  |