A Customer is the top-level entity representing the name of your client and/or their business. In Syncro, all Tickets, Invoices, and Assets are tied to a Customer. The Customer is also a primary filter for reports. 

This document contains information and best practices to help you set up your Customers. 

First/Last vs. Business Name

Syncro recommends that you complete the Business Name and Email fields when manually creating new customers. First and Last Name fields are best completed for Contacts, so individuals to contact regarding submitted tickets is clear. See Create a Contact for more information.

Customer Emails 

The email address you associate with a Customer during the creation process will become their unique identifier within Syncro. 

As the Customer’s primary account email, it will be used whenever a Contact is not selected for a ticket, invoice, and/or estimate. 

Therefore, no two Customers should have the same email address. When you attempt to create a Customer using an email address that is already used, Syncro displays an error message, and shows you which Customer is using that email address: 

You can, however, use the same email among multiple Customer accounts in the Additional Notification Email Addresses and/or Additional Invoice CC Email Addresses fields of the CUSTOMER SETTINGS section. 

Multiple Contacts can also share the same email address as a Customer. See Create a Contact for more information.

Customer Addresses & Multiple Locations/Sites 

Customer addresses can later be assigned to Contacts and to Assets in the “Assets & RMM” tab. 

If your client has multiple sites but they do NOT require their own invoices and/or reports, add a single Customer with multiple physical addresses/sites. 

If you DO want to send separate invoices and/or reports to your customer based on their physical addresses/sites, best practice is to create one Customer per address/site, as shown in this example: 

Required Customer Fields 

By default, no fields are required when creating a new Customer. This is to ensure the customer import process works seamlessly for migrations to Syncro. 

If you do not specify required fields after importing your existing customers, it will be possible to create a blank Customer. Blank Customers display in the Customers table with a Name/Business of “(empty)”. 

You can specify which fields are required, the items that appear in the Referred By drop-down menu, and any custom fields in the Administration area. See Create Custom Fields for more information.

Enable Portal User Setting

Most likely, you'll want to select the Enable Portal User checkbox at the Contact (rather than the Customer) level. 

If you enable portal user access for this Customer, access to the Customer Portal will only apply to this email address. In other words, Contacts at this Customer will NOT inherit the setting.

Other Possible Field Prerequisites

When creating a new Customer, you'll be asked to specify a few settings that may rely on Admin settings. These include:

• Email Templates (e.g. for estimates, invoices, and tickets) 
• Tax Rate (e.g. for sales tax)
• Default Invoice Terms
• Portal User Security Groups

If you Create a Customer but have not previously specified these, the fields (e.g. dropdown menus) may appear as empty/blank. See also Customer Fields Reference.