In Synergy Enterprise, under Customer, there exists a status of an Account called “Reference.” For an Account to become a Reference Status, they must be of the Type of Customer / Reseller / Division. The first two types seem very logical, but I do not see a need for Divisions to become References. (Perhaps one of my readers can provides some additional information.)
A useful function of this status, would be to designate specific Customers or Resellers as those accounts that you may wish others to inquire about a level of service or commitment to your organization.
To turn a Customer or Reseller status of Reference, you must be in the edit mode of that account. At this point, there is a button at the top of the screen labeled “Reference.” Click on this button and it will make the change.
In searches, when you use this functionality – make sure that you check the Type of Account to be Customer or Reseller and on the Status line – check the Reference field.
I believe that I have found a bug with the Customers / Reports / Accounts / References view. It does not seem to displaying reference accounts. I am passing it onto Exact for their review. (This morning, Exact duplicated the issue and it has been turned in as a bug.) If you wish to list reference accounts, please use the Advanced Account search.