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allocated number to each new customer dreated

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    allocated number to each new customer dreated

    Is there a way when I create a new customer, that a automatic number is created against that users account.

    Signed Merlin

    Re: allocated number to each new customer dreated

    Hi Merlin,

    Each Account has a field called Accnt# (in the Details tab). This is not an automatic number, but you can use it in order to manually set the Account number.

    The Account# is displayed in the Accounts list so you can easily sort the list by it, and you can also filter by the numbers. Another advantage is that when you create a Contract against this Account, you can set the system to use the Account# as the default Contracts Code prefix (from Tools > Options > Charges & Contracts). This can help you later on when generating Contracts by Accounts.

    I hope this helps.

    Neta

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