Register for the Live Demo | Wednesday, July 30, 2025 at 12 PM CST
Summer Release—Now Live in Syncore!
Your one-stop hub for feature details, training, & resources
Explore powerful updates across finance, sales, and order processing—now live in Syncore. Everything you need to get started is right here, including feature overviews, quick training videos, user guides, and the full release demo. Dive in and start using the new tools today to increase efficiency, improve visibility, strengthen the client experience, and help you offset costs.
Watch the Summer Release Live Demo On-Demand
Catch the full step-by-step walkthrough of each new tool in action. See exactly how to apply the updates in your day-to-day workflow, and get best practices, pro tips, and key insights to help your team get the most out of the new features. Plus, you can access an extended version of the Q&A below.
Offset costs with Credit Card Convenience Fees
Medium Impact | Finance, Management, Admin
Offset around 3% of transaction costs by easily passing credit card convenience fees on to clients when using Online Payments through Paya.
Canadian Partners - Accept Online Payments & improve cash flow
Medium Impact | Finance, Management, Admin
Canadian Partners can soon enable Online Payments through Paya, letting clients pay by credit card directly so you can get paid faster and improve cash flow.
📽️ Watch the webinar and learn how Syncore Online Payments powered by Paya can help your business get paid faster, improve cash flow, and the exact steps to get started.
Low Impact | Sales, CSR, Management, Admin
Updates that help you keep the sales process moving, find what you need faster, and personalize Proposals.
- Admins can set Contact & Opportunity Follow-Ups for sales reps & the primary rep's assistants
- Customize the logo for specific product images with Easy Mockups in Proposals
- Filter within the Opportunity, Proposal, & Quotes tabs
- Add up to 20 additional addresses per Contact
Find & enter clients' shipping account information faster
Medium Impact | Sales, CSR, Finance, Management
Add shipping accounts directly to client cards and easily select that information on PO shipping fields. Without having to look through notes or alerts, you’ll know you have the right shipping information every time.
- Send orders to ePO-integrated suppliers with confidence
Low Impact | Sales, CSR, Finance, Management
Purchase Orders to ePO-integrated suppliers will be sent using the fastest, most appropriate method based on priority level—ensuring timely processing.
Analyze operations & identify GTM opportunities with Job Tags
Medium Impact | Sales, CSR, Management, Admin
Create and apply customized Job Tags to Jobs for easier reporting and analysis. Efficiently identify trends for different order types, promotions, vertical, and more to improve operations and intelligently inform go-to-market strategies.
Explore new service tools
Updates to Jobs help you find what you need & process orders faster.
- Search by Contact or Job Description in the Job Search
- New email to notify clients that “order is ready for pickup”
- Duplicate Split Shipment SOs & upload the updated Split Shipment details
- The warning for "credit issue" for slow payment has been updated to “pay cycle warning” on the Job page
Want to revisit the sneak peek webinar from June 25?
Watch the Summer Release Preview and check out the Q&A.
Questions?
Reach out to your Strategic Account Advisor, .
Training resources coming soon...
Training guides and videos will be added to the new Knowledge Base on July 18th. In the meantime, reach out to your Strategic Account Advisor with any questions.