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Assigning unique ID's to contacts
Assigning unique ID's to contacts
Updated over a week ago

Unique ID's allow you to store a number for the contact in Synergy, and be able to search for an view the same number your accounting system like MYOB or Xero. Use the batch update for unique ID's feature to assign a number to all contact records that are missing a unique ID number. Or you can edit a single contact record, and add the required number into the 'unique id'. When you save the contact edit screen it checks that the number you entered is unique across all contact and staff records entered for your organization.

Add the unique ID to a single contact record by

  1. Go to: Contacts.

  2. Click the contact row to be updated.

  3. Click the edit button .

  4. Locate the field 'unique ID' and enter a number. e.g. 9876 or AB987.

  5. Save.

Tip: The ID entered must be unique across all the contact and staff records for your Synergy organization.

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