Good Day Is it possible to add Customer Account Numbers? For example: Customer is an plumber so his account number is PLUMXXX. Private customers is PRIXXX whereby XXX will auto count up for every new customer. Example PLUM001, PLUM002, PRI001, PRI002 Hope such a feature is somewhere hidden. This …

Go to customer and edit and put PlumXXX under code. That’s the field for customer account

Thank You for the reply. But I’m looking to do that when I create the customer. Regards Grant

As you can see. Both test customers now have the same code. The code should be unique to each customer. PS. How to auto add number next to the code? PLUM*** [image]

you can do that when you create customer. There is no difference to the form for creating a new customer versus editing an existing custerom. At the moment the program does not auto update. You have to specify the exact code that you want to put in. I don’t; know whether autoadd functionality wi…

You could also add account numbers as a custom field under Settings. Let me also make a couple points. First, @lubos has mentioned plans to move towards having more and more information be in custom fields. Customer codes are left over from early days of the program. I don’t know exactly how he wil…

Hi, Any update on this feature?

Customer Account Number

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Tut March 16, 2016, 9:12pm 9

This is the same question you asked at Automatic code for new customer.

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Customer Account Number

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