Knowledge Base

Troubleshooting

• False Offline Alerts
• Image/Logo shows in template editor but not PDF
• Backup an entire partition to Syncro Backups
• Script failed to run because required files could not be downloaded
• OneDrive backups with warnings
• Syncro Live "Remote Host Not Found" error

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Getting Started

• Reporting with Syncro
• How to Handle Unknown Assets
• HIPAA
• Submitting Feature Requests
• Getting Started with Syncro

Remote Monitoring and Management

• Bulk Print Asset Labels for Customer
• Syncro Windows agent compatibility with ARM Processors
• Force update of Windows version 20H2
• Enable chat for customers to use
• Syncro agent, processes, or services detected as malware or virus
• Mac Agent

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Scripting Module

• Scripting - Third Party Patch Management with Ninite
• Scripting Basics
• Run a Techsuite Procedure in a Script
• Scripting

Subscriptions

• What do Syncro's backups and uptime look like?
• How do I update my payment or plan information?

Leads

• Prevent Creating Customers from Leads
• Email not getting converted to ticket
• Leads Walkthrough

Mailer

• How to create Saved Searches
• Mailer - Email marketing, follow-ups and reminders to customers

Estimates

• Estimates - Quotes

Inventory

• RMA / Returns - Tracking
• Customer Purchases
• Stock Take - Inventory Reconciliation
• Add Photos/Images to Products
• Refurbs
• Parts Orders

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Invoices Module

• Ad-hoc Bundles
• Show labor start time, stop time and notes on invoice
• Delete Recurring Invoice(s)
• Store Customer Credit Cards
• Store customer credit cards using CC payment terminal
• Change bank account into which payments are deposited

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Customers Module

• Remind yourself about expiring subscriptions/contracts
• Install a Syncro Agent on a Device
• Store Credit
• Customer Custom Fields
• Importing Customers
• Customer Portal Users

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Calendar

• Introduce techs in appointment emails
• Google Calendar Integration
• Office 365 Calendar Integration
• Appointments
• Syncro Calendar

Admin

• Tax Exempt Customers
• Star TSP100 Printer Setup
• Custom domains
• Search All the Things Database Reindexing
• Migrate data from one site to another
• Default Email Wrapper HTML code

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Syncro Integrations

• Tier 2 Tickets Integration
• Sales tax collected by Syncro
• ITBOOST Integration
• Do late fees sync to QuickBooks?
• When I add or update a customer in Syncro, does it sync to QuickBooks?
• Splashtop Remote Access (built-in remote access tool)

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Reports

• Internal Report Builder
• Export Ticket Notes
• Export customer invoices
• Executive Summary Report Builder
• RMM Reports
• Reports - Differences in totals

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Tickets

• Delete signatures and disclaimers from customer emails
• Grouping a large number of Tickets
• Ticket Workflows
• Intake and Outtake Form
• MSP Dashboard
• Ticket Custom Fields

See all 14 articles