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Appliance wide settings for legal practices. Covers Firm, Matters, Time Billing, Budget, General and Licensing.

Practise

Contacts

Field NameDefault ValueDescription
{auto}Template defining how new contact numbers are generated. See below for a more detailed description.
Reset Contact Auto-Number on Rollover UncheckedIf 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-Number1000

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  

Contact Number Template (NOTE: this will be identical to Matter Numbers and should not be copy-pasted there)

The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:

NameTemplate Description Examples
Auto Increment
{auto[:nZeros]}
An auto increment number. Each time someone creates a contact, the number is increased by one. Note that numbers are generated when a contact is saved, not when you open the new contact page. You can optionally specify the number of leading 0's, which defaults to 4. This number will roll over if you have checked Reset Contact Auto-Number on Rollover and also have a calendar year part to your template. If your auto number increases beyond 10,000, leading zeros will no longer be added, instead the number will expand. Only one auto number may be used in the template.
{auto} => 1000
{auto:5} => 01000
{auto} => 12345
Calendar Year
{calYr[:2|4]}
The current calendar year when the Contact is created. By default this results in a 2 digit year, but you can override it to show a 4 digit year. A calendar year ends on the 31st of December. The first contact in a new year will reset the auto increment number if you have Reset Contact Auto-Number on Rollover checked.
{calYr} => 13
{calYr:4} => 2013
Year Ending 
{YrEnd:shortMonth[:2|4]}
This is the same as the Calendar Year except you can specify the month the year ends in. This allows you to roll over a year at the end of June rather than December. Again, you can ask for a 4 digit year. You specify the month in 3 letters. Specifying Dec as the month yields identical behaviour to Calendar Year.
{yrEnd:Jun} => 13
{yrEnd:Apr:4} => 2013
Anything Without Brackets Anything not enclosed in a pair of parenthesis is copied exactly as is. 
C => C
A-1 => A-1

Some common examples of Contact Number Templates:

  • {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.

Matters

 

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