Documentation Center
(Customer) Organization Fields Reference
Table of Contents
The table in this document describes the Syncro-provided fields you'll find on the Create and Edit pages for (Customer) Organizations.
Notes:
- 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.
- We cannot describe any Custom Fields you create for Organizations.
The Basic Info Section
Field Name |
Description |
Defaults/Notes |
|---|---|---|
| Organization Name* | Name of the company, business, department, or other organization whom you're supporting. |
This is the only Syncro-required field for a new (Customer) Organization.
Tip: You can make additional fields required for new (Customer) Organizations. Navigate to Admin > Customers - Preferences, then select one or more fields in the “Optionally, Require These Fields When Creating a Customer.”
The (Customer) Organization Name you enter here appears in the Customer Organizations table and at the top of the (Customer) Organization's Details Page. |
| First Name | First Name of an individual at the (Customer) Organization. | It's best to leave First/Last Name fields for (Customer) Organizations empty and enter them for Contacts/End Users instead. See Best Practices. |
| Last Name | Last Name of an individual at the (Customer) Organization. | It's best to leave First/Last Name fields for (Customer) Organizations empty and enter them for Contacts/End Users instead. See Best Practices. |
| Email address for the (Customer) Organization. |
IMPORTANT: The email address you associate with a (Customer) Organization during the creation process becomes their unique identifier within Syncro. It's specifically important for imports/exports and accounting integrations. See Best Practices.
Displays in the Information section on the (Customer) Organization's Details Page. |
|
| Phone | Phone number for the (Customer) Organization. |
Displays in the Information section on the (Customer) Organization's Details Page.
Click +Add New Number to add multiple phone numbers (e.g., for mobile, office, etc.) |
| Address Lines 1 & 2 | Address for the (Customer) Organization. |
Use Address Line 2 for Suite numbers, etc. Displays in the Information section on the (Customer) Organization's Details Page. |
| City | City of the (Customer) Organization. | |
| State/Country | State or Country of the (Customer) Organization. | |
| Zip/Postal Code | Zip or Postal Code of the (Customer) Organization. | Click +Add Another Site/Address to add multiple locations for this (Customer) Organization. You'll be able to assign the new Site/Address a Type (Bill To, Ship To, or Physical), supply a Name/Description, and add Address Lines 1 & 2, City, State/Country, and Zip/Postal Code for each one. |
| Referred By | Select from the Syncro-provided list: Customer, Google, Sign, Friend, or Other. |
Displays in the Information section on the (Customer) Organization's Details Page and shows up in the Referrals report (Admin > Reports > Customers - Referrals).
Tip: You can create additional options for Referred By. Navigate to Admin > Customers - Preferences, then enter a value in the “Additional Referred By Items” box. Press Enter to enter multiple choices. |
The Organization Settings Section
Field Name |
Description |
Defaults/Notes |
|---|---|---|
Store Credit |
Displays any Store Credit this (Customer) Organization has on file in the Payments section of its Details Page. |
This field (and the +Add Store Credit button) only appear after a (Customer) Organization exists. |
Tax Rate |
The sales Tax Rate to charge the (Customer) Organization. |
If this field is empty, Syncro uses the default tax rate as a fallback.
Tip: Locate tax rates under Admin > Invoices - Tax Rates. (The default rate is always the first one in the table.) |
Tax Free |
When checked, any billables for this (Customer) Organization will not be taxed. |
|
Enable Portal User |
When checked, the (Customer) Organization must use a password to access the End User Portal. |
IMPORTANT: See Best Practices.
If an Email is present, the (Customer) Organization will receive an invitation to access their Portal. If no Email is present, you can set up a Portal account manually using the Portal Login Override fields. |
Portal Group |
Select the Security Group you want this (Customer) Organization to belong to for End User Portal Access.
|
Displays only when the Enable Portal User box is checked.
Find Security Groups for the End User Portal under Admin > Customers - Portal User Permission Groups.
See also: Work with Portal Users & Permission Groups. |
Require MFA |
When checked, this (Customer) Organization's End User Portal will require Multi-Factor Authentication (MFA). |
Displays only when Enable Portal User box is checked. |
Portal Login Override |
Type the username this (Customer) Organization will use to log into their Portal. |
Displays only when the Enable Portal User box is checked. |
|
Portal User Password / Password Confirmation |
Type the password this (Customer) Organization will use to log into their Portal. |
Displays only when the Enable Portal User box is checked. |
| Use New Portal UI | When checked, Syncro uses the redesigned Portal UI for all Portal Users associated with this (Customer) Organization. |
This field only appears if you do NOT have the “Enable New Portal UI for All Customers” setting enabled in your Syncro Account Profile. You can change this setting at any time.
Notes:
|
| Syncro Tenant |
During initial creation, choose an existing top-level/parent (Customer) Organization, or leave this field blank to create one automatically.
During edits to (Customer) Organization, you must choose from the list. |
Displays in the Information section on the (Customer) Organization's Details Page.
See also: Manage Syncro Tenants. |
Tags |
A label attached to the (Customer) Organization for the purpose of identification or to capture other information. |
Type the name of a new Tag and press Enter to add it to the list. Or, select from previously-entered tags using the drop-down menu, where you can see Recent and All tags.
Tags you create can be used across (Customer) Organizations and are potentially useful for automations and saved searches.
See also: Customer Tags. |
Enable Remote Access |
When checked, this (Customer) Organization can remotely access Assets you specify by Policy via their Portal. |
Requires you to enter an Email and check the Enable Portal User and Require MFA boxes.
End-user remote access carries an additional monthly charge.
See also: Remotely Access a Machine. |
Security Groups |
Scopes the (Customer) Organization's information to a specific Security Group. |
This is relevant if you're using Multiple Customer Permissions under Admin > Syncro Administration - Security Groups. |
| Enable Credit Card Payments | Enables Credit Card Payments on Invoices created in QuickBooks online. |
Appears in a QuickBooks Online Payments section only when using the QuickBooks accounting integration.
See also: Set Up QuickBooks Online (QBO). |
| Enable ACH Payments (Bank Transfer) |
Enables ACH Payments on Invoices created in QuickBooks online. |
Appears in a QuickBooks Online Payments section only when using the QuickBooks accounting integration.
See also: Set Up QuickBooks Online (QBO). |
SMS Service Enabled |
When checked, the (Customer) Organization can receive text messages on their Mobile number. |
If you have the “Turn On SMS By Default” box in Admin > Customers - Preferences checked, this box appears checked by default. |
Receive Billing | Marketing | Report Emails |
When checked, the (Customer) Organization will receive emails of these types. |
Marketing emails are generated using the Mailer. Report emails are sent by the Report Scheduler. |
No Email of Any Kind (Includes Contacts/End Users) |
When checked, no emails will be sent to this (Customer) Organization (or any Contacts/End Users associated with this Organization). |
See also: Create a Contact, Disable Sending Email to a (Customer) Organization. |
Additional Notification Email Addresses |
Any addresses you’d like copied on emails related to this (Customer) Organization (comma-separated list).
This includes emails related to billing, Invoices, Tickets, etc. |
For example, If the business owner’s email is on a company domain but they also want to copy a Gmail address.
IMPORTANT: Use with caution as this can generate lots of emails. |
Additional Invoice CC Email Addresses |
Any email addresses you’d like copied specifically on Invoices sent to this (Customer) Organization (comma-separated list). |
See also: Create an Invoice. |
Additional Ticket Matching Email Addresses |
Any email address to attach to this (Customer) Organization when Tickets are emailed in, in addition to the main Organization and Contact/End User Email (comma-separated list). |
|
Default Estimate | Ticket | Invoice Templates |
The templates you’d like Syncro to use for Estimates, Tickets, and/or Invoices sent to this (Customer) Organization. |
Find templates under Admin > Syncro Administration - PDF/Email Templates. |
Default Invoice Terms |
The invoice terms to use for this (Customer) Organization. |
E.g., Net 15, Net 30, etc.
Find Invoice Terms under Admin > Invoices - Payment Terms. |
About the Internal Ticket Warning
Note: You must check the “Enable Internal Ticket Warnings” box in Ticket Settings to make this field appear on your (Customer) Organization records.
The Internal Ticket Warning field is a text area that allows you to enter a free-form message, which you can choose to display for each (Customer) Organization or not.
If there's a message and you decide to display it, Syncro shows it at the top every time a ticket is created for that (Customer) Organization:
