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Quote # question

Question
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When creating a quote, the system generated # is a big long quote #. Is there a way to change it to something more manageable or is that a system value that cannot be changed?
Monday, January 21, 2013 9:31 PM
Answers
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Out of the box you can change the prefix and suffix length:
Settings -> Administration -> Auto Numbering
If you want something more you might have to look into a solution like Advanced CRM 2011 Auto Number.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Proposed as answer by JLattimerMVP, Moderator Monday, January 21, 2013 9:53 PM
- Marked as answer by DHpub Wednesday, January 23, 2013 3:31 PM
Monday, January 21, 2013 9:53 PMModerator
All replies
-
Out of the box you can change the prefix and suffix length:
Settings -> Administration -> Auto Numbering
If you want something more you might have to look into a solution like Advanced CRM 2011 Auto Number.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Proposed as answer by JLattimerMVP, Moderator Monday, January 21, 2013 9:53 PM
- Marked as answer by DHpub Wednesday, January 23, 2013 3:31 PM
Monday, January 21, 2013 9:53 PMModerator -
Hi,
Auto-numbering can be changed (with some limits) in Auto-numbering options, as described above. If it's not enough, you can use an external tool or create:
1) a workflow to increment your custom field to reflect the Quote Number
2) a plugin to increment your custom field (tougher option, described eg. here: http://www.codeproject.com/Articles/194758/Autonumbering-in-Dynamics-CRM-2011)
I hope that helps,
-- Kuba Skałbania, Netwise
- Proposed as answer by Jakub (kuba) SkalbaniaMVP Thursday, January 24, 2013 9:34 PM
Monday, January 21, 2013 11:55 PM -
Nice solution. Did exactly what I needed to and not complex to setup. Thanks.Wednesday, January 23, 2013 3:32 PM