Hi Guys,

I would appreciate if anyone can help me with this. Its driving me nuts.

1.      I don’t like the default unique number for (quote, Sales order, invoice e.g. PurchaseOrders_1258670912347) when export it. How do I change this or link it to an new auto field.

2.      I have created an auto field in (sales order, invoice, purchase, quote). How I do move this forward between each module without having to copy paste each time. As in SalesOrder ID should go to invoice when converted or new invoice created from sales order.

3.      I have also created CRN id (auto field generator) for each account which I want to bring in sales order, invoice without copying and pasting each time (how can I achieve this)

4.      How I do create a lookup field but I wish bring in different field from a particular module or if I do I look up field based on the it also brings another field from the same module. This would solve many of my CRM problems. 

 any help that would be great