Overview

When adding or editing a customer, you will see a box on the Customer page that can be checked for Test Yearly.

This box allows you to keep track of which customers you have on your auto testing program each year. You can filter some pages by this field, such as the Search and Upcoming Tests pages. We also provide reports so you can see which customers are set up on your Auto Test program. 

This box does not need to be checked for Syncta to remind you of the Upcoming Tests and Upcoming Notifications pages when devices are due to be tested. It will remind you automatically unless you select the option on the Customer page to Exclude From Upcoming.

Set Test Yearly Test Price

If you are using the Customer Portal, you can set a test price as Test Yearly, which automatically sets that option for the customer if they select that test price when scheduling a test through the portal.

1. To set this option on the test price, select Administration from the navigation menu, and then select Test Prices.

2. Edit an existing test price or create a new one; click here for more information.
3. Select the Test Yearly box.

4. Click Create Test price or Update Test price at the bottom of the page.

Now if a customer selects this price when scheduling their test through the portal, it will automatically check the Test Yearly box on the customer record so you know to test every year. 

Did this answer your question?