HansaManuals Home   >> Standard CRM   >> Customer Letters   >> Settings  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 6.2  

Number Series - Customer Letters

Each Customer Letter has its own unique identifying number, based on a sequential series. When you enter a new Customer Letter, the next number in the sequence will be used. If required, you can have a number of such sequences running concurrently, perhaps representing different years or different departments.

Use this setting to define these sequences, or Number Series. The different series should not overlap. If you leave the setting empty, Customer Letter Numbers will start at 1 and continue consecutively.

When you enter a Customer Letter, the next number in the first valid Number Series entered to this setting will be used as a default; change to the first unused number in any other Number Series using 'Paste Special'.

When you double-click 'Number Series - Customer Letters' in the 'Settings' list in the Contact module, the following window appears:

Enter each new Number Series on the first blank line. The Comment will be shown in the 'Paste Special' list, so enter some text that will help you choose a number from the correct sequence. Then, click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.

---

Settings concerned with Customer Letters:

• Introduction
  

• Number Series - Customer Letters
  

• Standard Texts

Go back to:

• Home page for Customer Letters manual
  

• Home page for Standard CRM manual

Previous   Next   Top            Entire Chapter in Printable Form