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The Power User Name and the Power User Contact is the person who is the firm's system champion and who should be the main person to lodge support calls for the practice and should buddy up with any new users of the software.
Contacts
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The first field in the contacts area, under Manage List Definitions, indictates the number for the next new contact. This numbering system controls the reset of the auto-numbering of the contacts. TEST
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| Field Name | Default Value | Description |
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| {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
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The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:
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