ISTech Support Forum http://www.istechforum.com/YaBB.pl Evo-ERP and DBA Classic >> Sales >> Entering new customers http://www.istechforum.com/YaBB.pl?num=1172860406 Message started by dstary on 03/02/07 at 10:33:25

Title: Entering new customers Post by dstary on 03/02/07 at 10:33:25 Will there be an update soon automatically assigning a Customer Code to new customers.  As of right now, we have to manually enter a number before it allows us to save the new Customer.

Title: Re: Entering new customers Post by kevind on 03/02/07 at 10:43:01 Click here to Post an Update Suggestion (http://www.istechforum.com/cgi-bin/YaBB.pl?board=UPdateSuggestions;action=post;title=StartNewTopic)   [smiley=thumbsup.gif]

Title: Re: Entering new customers Post by LeAnn Cucchiara on 03/02/07 at 14:38:16 Hopefully, if this is added, it will be done as an option.  We prefer assigning our own customer/vendor code.   We use the 1st 3 letters of our customer's first name & the 1st 3 letters of the next word in their title.  But then we use that same code throughout our customer's records for all items such as quotes, part numbers, RMA #'s, etc.

Title: Re: Entering new customers Post by dstary on 03/26/07 at 09:26:43 We had this before the update.  Would like to be able to have it again.  Thans

Title: Re: Entering new customers Post by NovaZyg on 03/26/07 at 10:42:33 Maybe I am misunderstanding this. Are you saying that if you add a new customer, it auto assigns the customer code for you?  as in the last customer was 5000 and if you add a new one it assigns 5001?  If so, then that was a custom program. Classic DBA or Evo has never done that.

Title: Re: Entering new customers Post by dstary on 03/26/07 at 11:49:43 Yep, I have been her 5 years and it has always done it.  Assign the next available number.  Perhaps when we purchased DBA, that was a throw in.  But we used it always.

Title: Re: Entering new customers Post by Lynn_Pantic on 03/26/07 at 14:17:34 It must have been a custom, Allen is correct, the standard program has never done that.  In fact most users do not use numbers at all but do something like what LeAnn describes which makes it MUCH easier to remember.

Title: Re: Entering new customers Post by dstary on 03/27/07 at 07:46:55 Okay, Thanks.

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