Admin
This article outlines the steps to Duplicate a Cost Sub Type. Note that permission is required to Sync Administration to access Sub Types FOLLOW ST...
Wed, 23 Apr, 2025 at 5:18 AM
The article outlines the steps to add a new Cost Sub-Type within Sync ‘Administration’. Note that you will need to have permission to Administration to acce...
Wed, 23 Apr, 2025 at 5:18 AM
The article outlines the steps required to update the unit cost of the same sub-type on more than one job by status FOLLOW STEPS BELOW: Navigate to...
Wed, 23 Apr, 2025 at 5:21 AM
This article outlines the steps to search for a Cost Sub Type. Note that permission is required to Sync Administration to access Sub Types FOLLOW S...
Wed, 23 Apr, 2025 at 5:17 AM
To import cost sub types, you will need to fill in the template CSV document “Cost Sub Type Import Template”. The essential columns and their descriptio...
Fri, 8 Nov, 2024 at 2:00 AM
The article outlines the steps add a Rep/Rep Com against a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Cust...
Wed, 23 Apr, 2025 at 5:20 AM
The article outlines the steps to view and manage Sales Reps in Sync. FOLLOW STEPS BELOW: Open the Admin Portal. Click on Rep Codes in the Navigat...
Mon, 24 Jun, 2024 at 8:06 AM
The article outlines the steps to copy over address fields to the other address tabs without manually entering in the fields. FOLLOW STEPS BELOW: 1...
Mon, 22 Jul, 2024 at 9:16 AM
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...
Wed, 3 Jul, 2024 at 9:32 AM
This article outlines the steps to navigate into the ‘Settings’ of the Scanner Application. FOLLOW STEPS BELOW: 1. From within ‘Scanner App’, Click...
Wed, 23 Apr, 2025 at 5:22 AM