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This text refers to program version 8.4  

Number Series - Opportunities

This page describes the Number Series - Opportunities setting in the CRM module.

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Whenever you enter a new Opportunity, it will be given its own unique identifying number, based on a sequential number series.

You can have more than one sequential number series running at the same time, or at different times. For example, you may want to use different sequences to represent different departments, or you may want to use different sequences to represent different fiscal or calendar years.

The Number Series - Opportunities setting allows you to take advantage of this feature. Here you can define the number sequences that you would like to use with Opportunities.

To open the Number Series - Opportunities setting, ensure you are in the CRM module and double-click (Windows/Mac OS X) or tap (iOS/Android) 'Number Series - Opportunities' in the 'Settings' list. The following window will appear:

Enter each new Number Series on the first blank line. The sequences that you enter should not overlap. 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.

The N/L field common to all Number Series settings is not used in this instance.

When the setting is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box or tap <.

Once you have defined number sequences for Opportunities, you can set a universal default sequence in the Number Series Defaults setting, in the System module. When you enter a new Opportunity, its Quotation Number will be the first unused number in that specific sequence. If you do not set a universal default, Opportunity Numbers will be taken from the first valid Number Series in this setting. You will be able to change to the first unused number in any other valid Number Series using 'Paste Special'.

If you leave the Number Series - Opportunities setting empty, Opportunity Numbers will all be taken from the same sequence, starting at 1 and continuing consecutively. If you want to start from another number, simply specify it in a new Opportunity before saving.

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunities
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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