Adjust the Customer Number Sequence

Name of Feature/Request: Adjust the Customer Number Sequence

What financial, time savings, or quality of life improvements will occur from this: Change the Customer Number sequence. | Frequency: Every time a customer is created and the # needs to be changed. | Having the ability to change the Customer Number sequence will give the company more control for how they would like the customers to identified when added to the system. There are cases when the company tries to match the sequence from a prior software as well.

Attempted Solutions So Far: Edit the customer # after it’s been created on the Customer Dashboard.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com

Chat on tawk.to
Conversation started on Tuesday, October 15, 2024, at 15:25 (GMT+0) [15:26] Negus Packaging Solutions: hi is there a transcript of the previous chat [15:26] Mary has joined the conversation [15:26] Negus Packaging Solutions: is there any way to adjust the client number sequence [15:27] Mary: Good Morning! Yes, there is. I will get it sent over to you as soon as it is completed. [15:28] Mary: There is not a way to adjust the client sequence. However, I just spoke with Adam, and he advised he has sent you the transcript from your previous chat along with a discussion explaining the chat. [15:30] Negus Packaging Solutions: got it [15:30] Negus Packaging Solutions: so we will always have to adjust the client number [15:30] Negus Packaging Solutions: is that something a ticket could be made for or no [15:31] Mary: Yes. The client number will have to be adjusted after creating the customer. I would be happy to get an enhancement request started for you on this. [15:31] Negus Packaging Solutions: thanks [15:32] Mary: You are most welcome! [15:32] Mary: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share. :slight_smile:
For more great resources, check out our Striven Community: https://APP.Striven.com/ [15:32] Mary has left the conversation No tawk.to live chat account ? Create one for free here! | Previously accomplished: Manually changing the customer #.

StrivenID: 4849849