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- If you marked the Use Temporary Customers checkbox in the Service Options window, the Customer ID field is disabled.
- If you want to maintain unique IDs over a long period of time, make sure the numeric portion of your default numbers is large enough to hold the anticipated number of records. Service Management starts over from one when the highest number is reached. For example, if your default number is only two characters when number 99 is reached, the system starts over from 01.
- If you do not save the customer, contract, or master contract record with the auto-generated number, the number is not written back to the table and cannot be reused. If the auto-generated number is not saved with equipment records, the number will be written back to the table for reuse.
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Temporary ...
Customers and
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Auto-
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Numbering
You cannot use the auto-numbering feature with temporary customers. You can still use auto numbering for maintenance contracts, master contracts, and equipment; however, the system is not able to automatically generate customer IDs if you are using temporary customers.
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