Appliance wide settings for legal practices. Covers Firm, Matters, Time Billing, Budget, General and Licensing.
Practise
Contacts
| Field Name | Default Value | Description |
|---|---|---|
| {auto} | Template defining how new contact numbers are generated. See below for a more detailed description. | |
| Reset Contact Auto-Number on Rollover | Unchecked | If your Contact Number Template contains both Auto Number and Calendar Year parts, the system will automatically reset your next auto number on the first Contact created in the new year. The person who creates this first contact is notified when they are creating the contact and after it is saved. If this is unchecked, a notification will appear, but the system will not automatically reset the auto number. The new auto number value is determined by the Contact Auto-Number on Reset |
| Next Contact Auto-Number | 1000 | The next auto number the system will use when creating a new contact. This number will increase as you create contacts. Setting this number determines the next number used when you create a contact. Important: as contact numbers must be unique, be very careful changing this value. Changing it to a lower number without also changing your Contact Number Template may cause errors when creating new contacts. |
| Contact Auto-Number On Reset | 1000 | The auto number the system will use when the calendar year rolls over. This number will be the first used for the first contact in the new year. |
Contact Number Template (NOTE: this will be identical to Matter Numbers and should not be copy-pasted there but a new page made with a link from here)
The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:
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{auto}- A simple auto-number.- 1000, 1001, 1002...
{calYr}-{auto}- A two part number with a hyphen between the parts.- 13-1000, 13-1001, 13-1002...
- The first contact created in January will reset the auto number part: 13-1234, 14-1000
C{calYr}-{auto}- A leading C to indicate clients, year ending in Dec and a 4 digit auto number.C{yrEnd:Jun:4}-{auto:5}- A leading C to indicate clients, 4 digit year ending in June and a 5 digit auto number.- C2013-01000, C2013-01001, C2013-01002...
- The first contact created in July will reset the auto number part: C2013-01234, C2014-00001.
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