This document provides an overview of the information you’ll find in the Organizations tab and the actions you’ll be able to take for one or more Customer Organizations in the table that displays on that page. (This tab is also known as the Organizations module.)

Click the Organizations tab in the Syncro header to display the Organizations page and table. 

Note: Customers are in the process of being renamed to (Customer) Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Overview

The Organizations table (1) displays one row for each Customer Organization's name, its Syncro Tenant, and the Email and Phone associated with the Organization. (See also: Best Practices for Organizations.)

Syncro displays the total number of organizations in the upper right corner of the table (in this example, "6 Organizations"). If you have many Organizations, this table shows pagination controls at the bottom. 

You can also search (2) the Organizations table, create a Saved Organization Search (3), as well as sort and filter the table's columns.

The button bar (4) contains actions you can take for one or more Organizations in the table, and provides shortcuts to other Organization-related pages/tools.

Create & Use a Saved Organization Search

If you repeatedly search for Organizations that meet certain criteria, you may want to create a Saved Organization Search. This is a search you can quickly repeat with just a few clicks. 

Tip: Saved Organization Searches can also be useful for automating tasks in Syncro. In combination with Custom Fields, they can also help you target specific people in Mailer campaigns.

Create the Search

To create a Saved Organization Search, follow these steps:

1. To the left of the Organizations table is a magnifying glass icon with a + on it:
   

Click it to open the Saved (Customer) Organization Search side panel:

2. Click New Search.
3. Enter a Search Name, then check any of the boxes to specify your search criteria. (This list includes any Custom Fields you've defined, as well as fields Syncro provides.)
4. Click Save.
5. Repeat from step 2 to create as many Saved (Customer) Organization Searches as you'd like. Then click the X in the upper right to close the side panel.

Use the Search

Whenever you're on the Organizations page, you can simply click the magnifying glass icon to return to your saved searches:
 

Then click the hyperlinked name of one of the Saved Customer Searches at the top. Syncro highlights the active search in blue and its criteria are displayed so you can update them if you want. The results also appear in the Organizations table on the right side of the page.

Tips: 

• The number in the gray bubble at the left of a saved search name shows you the expected number of results. 
• Click the orange pencil icon to edit the search, or the red x icon to remove it.

To re-display all organizations, click the Organizations tab.

Modify Multiple Organizations at Once

After you select one or more Organizations in the table, you can use the Bulk Actions button menu to make certain updates to the selected Organizations. For more information, see Bulk Update Organizations.

Organization-Related Shortcuts

The Modules button menu provides shortcuts to other pages and tools related to Organizations. Here you can select:

• Contract Manager: Navigates you to the Contracts tab/page. (See also: Create a Contract.)
• Portal Migration: Loads the “Portal Users Migration Report,” which tells you if any of the selected Organizations have Portal Users that are not properly linked to an End User.
• Show Archived/Show Enable: displays only Archived or active Organizations in the table.