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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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Custom Fields
Custom Fields
Custom Fields

Custom Fields are fields that can be used to record additional information about a contact. There is some use available for the custom fields in module 1 (trust) and module 2 (finance), however custom fields will come into their own in conjunction with the documents module. 

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