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This lesson will show you how to configure the way in which SaasCase AgileCase generates client numbers.
Access client numbering
At SaasCase AgileCase we understand that different businesses will have different ways of generating unique client identifiers.
In order to accommodate this, the client numbering system used by SaasCase AgileCase is entirely customizable - allowing you to maintain continuity in the way your clients are numbered.
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Of course your business may rely on different pattern items to the SaasCase AgileCase default. to add a new pattern item click the "Add Pattern Item" button and select from the dropdown menu. You can also select "Custom String" to create your own unique pattern items. In this case we will add a dash to the client number so we click the "-(Dash)" button.
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- Clicking this will update all of the clients on your system to use the new numbering format.
- This will update related cases to use this client numbering scheme.
- The allows you to enter the number that the next client will start with. The default is "1" but if you have four records from a previous system then you will end up with two clients being allocated the numbers 1,2,3, and 4. To solve this, simply enter the number "5" in the box and SaasCase AgileCase will generate client numbers starting from 5 onwards.
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