Contract Number Automatic Sequencing

Created by Francesco Ilardi, Modified on Mon, 1 May, 2023 at 9:24 PM by Francesco Ilardi

Automatically increment contract numbers (if you want)

  • Set up a single or separate automatic number sequencing for licensing and representation contracts.

  • You are able to set automatic contract number sequencing so that the contract number is automatically generated when entering a new contract.

  • This is achieved through setting number Prefix i.e 'LIC-' and the next number i.e '0001.' 

  • When a user now enters a new contract the contract is automatically generated a contract number 'LIC-0001.' The next contract would be 'LIC-0002' and so on.

 

How to turn on contract number automatic sequencing in Brainbase:

  1. Under company 'Account Settings' there will be a subsection titled 'Contract Number Sequencing' below the 'Security' section.

  2. There will be two toggle switches: 'Single' and 'Separate' (only one can be turned on at the same time)

  3. Click the switch to toggle on contract number automatic sequencing.

 


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