Admin

About Custom Fields
Custom Fields: Custom fields are user created entities that can exist on multiple documents within Sync (for example, on a job or on a customer). These are...
Fri, 27 Jun, 2025 at 9:07 AM
Add a Custom Field Value
The article outlines the steps to a value to a Custom Field in Sync.    FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on Custom Fields. 3...
Fri, 30 May, 2025 at 9:09 AM
Mark a custom field value as active or inactive
The article outlines the steps to activate or deactivate a Custom Field value in Sync.    FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on ...
Mon, 9 Jun, 2025 at 6:00 PM
Reorder Custom Field Values
The article outlines the steps to reorder Custom Field Values in Sync.    FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on Custom Fields. ...
Mon, 9 Jun, 2025 at 6:28 PM
Edit a Custom Field Value
The article outlines the steps to edit a Custom Field Value in Sync.    FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on Custom Fields. 3...
Mon, 9 Jun, 2025 at 6:24 PM
Search for Custom Fields
The article outlines the steps to search for a specific custom field   FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on Custom Fields. 3....
Fri, 8 Aug, 2025 at 10:06 AM
Export 'Custom Field Data
The article outlines the steps to a export list of custom fields    FOLLOW STEPS BELOW:   1. Open the Admin Portal. 2. Click on Custom Fields. 3. Se...
Fri, 8 Aug, 2025 at 10:06 AM
About Non-Working Periods
Non-Working Periods: Non- working periods can be specified on calendars for Sync to take into account when calculating task line and production planner dat...
Wed, 23 Jul, 2025 at 7:03 AM
Add or Edit Non-Working Periods/ Days' on a Calendar
The article outlines the steps to add, edit or delete non-working periods or days to a selected calendar in Sync admin. Non-Working periods impact Producti...
Fri, 6 Jun, 2025 at 6:52 AM
Add a new Warehouse
The article outlines the steps to add a new Warehouse within the ‘Admin Portal’ of Sync. It is important to note that you will require permission to access ...
Fri, 8 Aug, 2025 at 10:06 AM