目錄

Go to [Settings > System Settings > Numbering]. You can choose on the left tab which field you would like to have auto-numbering. Tick [Activate ... No.], then tick [... Auto-Numbering] so that you could start setting up numbering format.

*Note: This function is only usable by system administrators.



In the [Customer] field for example, after customer numbering is enabled under [Auto-Numbering] in [Settings], each single or multiple increase in customer data will auto create customer numbers. The auto-number takes into account date (optional) and serial number, as shown in the picture below:

*Note: If the user enables auto-numbering, then manual edit of customer numbers will be disabled.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4082

https://support.vitalyun.com/en/vital-crm/faq?catid=28&id=5203%3Ahow-to-set-up-auto-numbering&view=article
[Settings > System Settings > Numbering > tick Activate ... No. > tick ... Auto-Numbering] (Refer to FAQ)
More Content
More Content