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Case Numbering?

Last post 08-14-2015 11:48 AM by Method_Morty. 1 replies.
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  • 08-13-2015 5:08 PM

    • sdmo
    • Top 500 Contributor
    • Joined on 07-27-2015
    • Posts 14

    Case Numbering?

    Hi there,

    It appears that case numbering defaults to 1,2,3,... is there any way to set cases to begin with a different number?

    Thanks!

    Sarah

  • 08-14-2015 11:48 AM In reply to

    Re: Case Numbering?

    Hey,

    Specific to Cases the Case# is populated by the RecordID. The RecordID will always go sequential, (1, 2, 3,) we cannot adjust that.

    Alternativally we can add a field to the Cases Table (e.g. RefNumber) in which we can control the # order.

    You can look at how it works on the stock Activities Tab within the NewActivity screen. Take a look at the Save action and Action #54 you can see how the Related Act. # gets updated with the RecordID - using the Character Function you can alter how it's displayed and then using an Insert Records into Table you can push it into the RefNumber field you made in the Cases table.

    Now add the RefNumber to the Grid to the ActivityList screen to view.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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