Admin and Lookups
The article outlines the steps to update a Sync Users Password in Sync Admin. FOLLOW STEPS BELOW: From within the Sync Home Screen, click on the ‘...
Wed, 19 Jun, 2024 at 6:46 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...
Thu, 1 Feb, 2024 at 2:59 AM
The article outlines the steps required to add Sub Modules to a CMT Module in Sync admin. Note: The CMT Modules & Sub Modules should be set up first ...
Wed, 7 Feb, 2024 at 8:26 AM
The article outlines the steps required to add CMT/Workstudy Operations to a CMT Module in Sync admin. Note: The CMT Modules & Sub Modules should be s...
Wed, 7 Feb, 2024 at 8:25 AM
The article outlines the steps to how an admin user can add their own custom fields in Sync 7. FOLLOW STEPS BELOW: Open the Admin window. Click on...
Tue, 18 Jun, 2024 at 4:38 AM
To print labels directly from Sync, you need to set which label printer you are printing to. You will need both the name of your own PC as well as the name...
Mon, 10 Jun, 2024 at 4:41 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 Add a Rep to a Customer FOLLOW STEPS BELOW: 1. Navigate to Admin > Customers 2. Select the 'Sales Rep'...
Thu, 29 Aug, 2024 at 10:37 AM
The article outlines the steps to add multiple emails to a customer FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2...
Tue, 8 Oct, 2024 at 5:04 AM
The article outlines the steps to add emails to a sub customer. FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2. ...
Tue, 8 Oct, 2024 at 5:37 AM