Purpose: As a business, you may have a specific numbering system for your customer accounts that you would like to carry over into Commusoft. Customer account numbers are automatically generated when a customer/work address is created. It is used to distinguish and track different customers/work addresses, making it easier to manage and reference them in the system.
| You have the option to either create customers without setting a 'Customer account number,' in which case it will take the default account number, or configure this setting beforehand and then proceed with adding a customer. |
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Editing customer/work address account numbers is not permitted |
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Changes made to customer account numbers will only affect newly created customers or work addresses |
First customer account number
Profile > Settings > Customers > Customer account number > View.
- Select 1 > Save
- Select 1000 > Save
- Select 'Custom' > Enter number > Save.
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Existing customer account numbers will remain unchanged. If your current customer number exceeds 1 or 1000, it cannot be selected. |
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Additionally, if you opt for the 'custom' option, you cannot include prefixes or suffixes. Custom account number must be higher than the last customer account number created. |
| If you have an existing customer/work address and choose the 'Custom' option for configuring the 'Customer account number,' the system will display the last account number and prompt you to select a higher number. |