Contacts tab - System Settings

Learn how to configure the Contacts tab within System Settings.

Who Can Use It?	Where Is It?
System Administrator	Tools > System Settings > Contacts tab

Tip: Use card ID's for transfer of invoices to your accounting system if they aren't spelled the same.

Contacts card ID

Automatically assign a card ID for new contacts / this is a great function if your contact database in your accounting system is substantially different to the data in Synergy.

This is a sequential counter, in the maximum value set the length the Card Id should go up to. If you type 9999, then 4 digits will be used in the Card ID starting at number 1. Should you have already manually added Card Ids to contacts in Synergy.

Tips:

the Card ID will sync using MYOB and Quickbooks Connect and Export and Accpac Batch interface.
If the card ID number is not being created correctly in a four digit sequence, try updating this setting to 10,000 and save. The edit this setting to 9999 and save. The card id's will now be reset to use a four digit number sequence and apply the 0's padding when the option is selected.

Format

Having this option selected will remove spaces any staff add to the end of a personnel first and last name or the Company name. This way when documents are created, there won't be 2 spaces.

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