Admin: Customers & Sub Customers
Customers: Represent an individual or organization that purchases goods or services from you. Sub Customers: These are linked entities under a main cus...
Fri, 25 Jul, 2025 at 9:04 AM
The article outlines the steps to create a New Customer i.e. Customer Account on Sync. Note that you will require Admin permission to access Customers. ...
Mon, 2 Jun, 2025 at 9:20 AM
The article outlines the steps to Bulk Import Customers. FOLLOW STEPS BELOW: Download/ Save the export template 1. In the Navigation Pane, go to A...
Wed, 6 Aug, 2025 at 8:42 AM
The article outlines the steps to Search for a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Customers. ...
Tue, 17 Jun, 2025 at 10:06 AM
The article outlines the steps to Edit a Customer within the Sync Admin Portal. FOLLOW STEPS BELOW: 1. In Sync ERP, Open the Admin portal. 2. Click...
Mon, 4 Aug, 2025 at 11:00 AM
The article outlines the steps to Edit Customer Address within Sync Administration. FOLLOW STEPS BELOW: 1. In Sync ERP, Open the Admin portal. 2. ...
Tue, 17 Jun, 2025 at 10:08 AM
The article outlines the steps to add multiple emails to a customer FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2...
Mon, 2 Jun, 2025 at 8:14 AM
The article outlines the steps to set a customer as inactive. Note that you will require permission to Sync Administration to access and edit customers. ...
Tue, 17 Jun, 2025 at 10:06 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...
Thu, 5 Jun, 2025 at 11:01 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, 17 Jun, 2025 at 10:02 AM