First upon My apologies if my question is not descriptive or understandable, cause I am completely new to CRM/GP! Now what i have been told to do is whenever someone try to create a new customer the customer id fields should be auto populated/generated with the next number in the series....for example we have last customer that was created with id "B1244", then whenever we try to create a new customer the customer id should be auto populated with "B1245" in increment manner!
I was wondering if there is a way to achieve this?
Please and Thank You
You can write a customization that does it or look at the Next Numeric Collection from Ethotech:
Standard Great Plains does not have a field that stores 'Next Customer ID' therefore, without add-ons you cannot do what you want. You could create a SQL table that would store the value and gets pulled into CRM - it would be a customization........just like Tim stated........
In GP I know you can add a temporary vendor while in the Payables Transaction Entry window. It retrieves the vendor id from the field "Next Temp Vendor ID" located in Payables Setup Options window. I don't see this same option for Customer ID in GP.
How is the customer being created? Is it being created directly in GP or is it coming from CRM?
Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITSASCI, Inc. * PO Box 600965 * Dallas, TX 75360 * 972-814-8550 * firstname.lastname@example.org
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