Customer Settings Reference
Written by Kali Patrick
Updated at September 27th, 2024
The table below summarizes how the various Customer settings impact the behavior of Syncro. You'll find these settings in Admin > Customers - Preferences.
| Field Name | Description | Defaults/Notes |
|---|---|---|
| Turn on SMS By Default |
Enables SMS for each Customer by default.
|
If you check this box and do not require either a Phone number or a Mobile number, Syncro always displays the Phone field on the New Customer page with the dropdown menu defaulted to “Mobile.” |
| Additional “Referred By” Items | Enter any additional options you want to be able to select in the "Referred By" dropdown menu when creating a new Customer. |
Customer, Friend, Google, Other, and Sign are the default options in the "Referred By" dropdown menu.
Syncro displays any additional items after these. |
| Optionally, Require These Fields When Creating a Customer | Check one or more boxes to require these fields when creating a new Customer. |
Options include: firstname, lastname, email, phone, mobile, referred_by, and address.
Custom Fields will not display as options here.
Contacts inherit this setting too. |
| Maintain Custom Names Between Tickets, Estimates, and Invoices |
Any custom names assigned to Estimates, Tickets or Invoices will automatically carry over when converting them from one form to another.
Learn more about this feature in the Syncro Blog. |
The default state of this box is checked. For example, suppose you create an Estimate with a custom name.
When you convert the estimate to a Ticket, Syncro uses the same custom name for that Ticket.
If you then convert the ticket to an Invoice, Syncro uses the same custom for that Invoice. |
| Enable the Prepay Hours Tracking Feature |
When this box is checked, you can sell and apply prepaid (also called block) hours to a customer.
|
See also Prepay Hours (Block Hours). |
| Disable Address Autocomplete | Disables the autocomplete feature for addresses when creating a new Customer. |
In other words, it shuts this off:  |