The Account number (abbreviated to "Accnt #" in the account's Details tab) is an optional field and may contain numbers and letters, which can be used in order to identify the account. One benefit of using this field is that since the the Accnt # is displayed as a column in the Accounts list, you can easily sort the list by it.
Another great advantage is that when you create a Contract for this Account, you can set the system to use the Accnt# as the default Contract Code prefix for new contracts. To set this go to Tools > Options > Charges & Contracts, and select "Initialize new Contract codes with the Account #" option.
Being able to link the contract with the account number this way can help when working with the contracts, especially when generating reports.
For example, if the account number is set to: 222, then all the contracts created for this account will have a contract code starting with "222-XXXX". Same for accounts with number 223 - all contract codes will start with "223-XXXX".
When generating charge reports, the results can be filtered by a contract code range, so if you have some customers with a sequential Account #, which results in sequential contracts, you can group them all together in a single report. To filter charge reports by the contract codes open the report generation window, and enter the codes in the Contract Code filter (e.g Contract Code: from "222" to "223"). This will list the charges for all the contracts which start with codes in this range.
Enjoy!
The RangerMSP Team
Another great advantage is that when you create a Contract for this Account, you can set the system to use the Accnt# as the default Contract Code prefix for new contracts. To set this go to Tools > Options > Charges & Contracts, and select "Initialize new Contract codes with the Account #" option.
Being able to link the contract with the account number this way can help when working with the contracts, especially when generating reports.
For example, if the account number is set to: 222, then all the contracts created for this account will have a contract code starting with "222-XXXX". Same for accounts with number 223 - all contract codes will start with "223-XXXX".
When generating charge reports, the results can be filtered by a contract code range, so if you have some customers with a sequential Account #, which results in sequential contracts, you can group them all together in a single report. To filter charge reports by the contract codes open the report generation window, and enter the codes in the Contract Code filter (e.g Contract Code: from "222" to "223"). This will list the charges for all the contracts which start with codes in this range.
Enjoy!
The RangerMSP Team