When you create contacts in Synergy there are a few drop down fields shown on the screen. Here we talk about what the contact drop down list fields are used for, and how to customize the items in the lists.
These contact lists are setup ready to go with default data when you create a new organisation. You can customize the default data shown in these drop down list for contacts to meet your organisations requirements.
Contact drop down lists
- Roles - assigned like a tag to the contact to explain their contact category or job role within the project team. e.g. Developer, Council, Owner, or Project Manager. Read more about contact roles.
- Titles - the list of standard salutations used on both contact and staff records. e.g. Mr, Mrs, Dr etc. Read more about titles.
- Contact status * - the status options that can be applied to contacts. The contact status controls if the can be used within the feature projects, invoices, bills, or timesheets. Read more about contact status options.
*This feature is available in the Business and Enterprise products only*
Customize the contact drop down lists
Step 1: Add extra items
Check-out the items we included in each of the list by default. These were added there to help you get started easily.
Add any extra items that you need for your organisation. Just click the 'add' button, type the name and save.
Step 2: Hide items not required
The lists in Synergy all start out with our default set of data. Use the list multi select options to either delete, or change the items to be inactive if they are note required.
If the list item has already been used in Synergy then you will need to make it 'inactive', and used list items cannot be deleted.
Find out more about the contact drop down lists.