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Overview
Auto-Coding allows InFocus to auto generate codes for Projects, Opportunities, Firms and Employees. Click here and go to the 3 minute 57 seconds mark to learn more about the Auto Coding Tab in Global Settings.
Field Descriptions
Auto Codes Header
| • | Enable Project Auto Codes - When checked, the auto code feature will be available in the Projects applet. More on Projects |
| • | Enable Opportunity Auto Codes - When checked, the auto code feature will be available in the Opportunities applet. More on Opportunities |
| • | Enable Firm Auto Codes (Client and Vendor) - When checked, the auto code feature will be available in both the Client and Vendor applets. More on Clients More on Vendors |
| • | Enable Employee Auto Codes - When checked, the auto code feature will be available in the Employees applet. More on Employees |
Auto Codes Grid
| • | Type - The applet where Code is being generated. |
| • | Prefix - Text that will appear before any Auto-Generated code. You can use Global Variables to generate these. For example, @YEAR@ will append the current year to the code. More available Global Variables |
| • | Seed - The first code that will be used. |
| • | Pad Length - The length of the code. For example, with a pad of 4, if the code is 1, Auto-Coding will generate 0001. |
| • | Custom - When checked, the Code will require a custom query. |
| • | Custom Query - A custom query can be entered here to generate a custom code. |
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