Can I change the autonumber field for quotes and invoices?

            No, you cannot change the auto number field for quotes and invoices. However, you can create your own auto number field and hide the Quote Number and Invoice Number fields. You can use the custom field that you create in the quotes or invoice email template. See Also Inventory Templates

            To create auto number field

            1. Log in to Zoho CRM with Administrator privileges.
            2. Click Setup > Customization> Fields. Select the Module from the drop-down list.
            3. In the List of Fields page, click New Custom Field.
            4. In the New Custom Field page, do the following:
              • In the Select Field Type section, select the Auto Number.
              • In Provide Field Details section, enter the field related details. You can create the fields for the existing records also.
            5. Click Save.
            Note: You need to create a field with a unique name.   To hide fields
            1. Log in to Zoho CRM with Administrator privileges.
            2. Click Setup > Customization > Layouts.
            3. Select the Module from the drop-down list.
            4. In the Page Layout page, drag and drop the field to the List of Removed Fields section.
            5. Click Save.
            On creating the custom auto number field, you can select the same field from the Available Merge Fields in the inventory template.      
            Updated: 26 Aug 2014 11:54 PM
            Helpful?  
            Help us to make this article better
            0 0