Create Custom Auto-Numbering for Client IDs

You have two predefined auto numbering schemes including the default scheme that applies to new accounts.

However, you can create a custom auto-numbering scheme for your firm’s clients. You can order your scheme’s types, or data fields, in whatever way best suits your firm’s needs.

Create Custom Auto-Numbering for Client IDs

Note: This scheme only auto-generates numbers for clients, not other Address Book parties.

To create a custom auto-numbering scheme for clients:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Firm Settings.
3. From the tabs atop the Firm Settings screen, click Firm Preferences.
4. On the Firm Preferences screen, scroll down to the Auto Numbering section.
5. To the right of Auto Generate Client Id (System Default), click the orange arrow icon.
6. On the Apply Auto Numbering screen, from the Selected Template field’s drop-down, click Custom.
7. Beneath the Select Values section, to the far right of the default sequence, click X.
   The system removes the sequence.
   
   
8. From the Types field’s drop-down, click your preferred option.

9. In the lower left corner of the Apply Auto Numbering screen, view the example to confirm the scheme meets your needs. This example shows a four-digit sequence followed by a dash and the year.
   
10. Check the box to Apply this scheme to existing contacts, if desired.
11. Click Apply.
    The system returns you to the Firm Preferences screen.
12. In the upper right corner, click Save.
    The system finalizes your scheme.