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Can I Manually Enter Customer Number rather than Auto Assign?
Updated on June 30, 2017 06:36AM by Admin
Yes, Apptivo CRM allows you to enter customer number manually at time of customer record creation. This allows you to edit the "Customer#" field in "Customer Information".
Steps to Enter Customer Number Manually
- Log in and access Customers App from your universal navigation menu bar.
- Click on “More” icon and select “Settings” located at the app header bar.
- Click on "Numbering" from left navigation panel.
- Set "No" to auto generate option. It will allow you to enter customer number.
- Now, you can enter value in "Customer#" on the customer creation page.
Note:
- You can also edit "Customer#" from customer view page.
- If you set "Yes" for auto generate then "Customer#" field will be grayed out.
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