Auto-number File ID

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Jennyaramburo

Requester

Please have the system auto number when a listing is created or a transaction is converted or created. All companies count sides so if you have a listing that is a side and wen its sold that is a side also.  And if you make it so admin can set up the first number at the start of the year or when a company signs up for  skyslope. For instance in our office every year our numbers will start with the year and we start with file no.1 so next year will be 20191, 20192, 20193.....

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SkySlope Support posted about 1 month ago Admin

Created By Equity Summit Group

Requester

Agreed. needed for audit requirements

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SkySlope Support posted about 1 month ago Admin

Created By Pthompson

Requester

And, to be able to tell between a team leader verses a team member. On our teams, it is always the leader who gets the counts. This would also be helpful when integrating into Lone Wolf. Currently when integrating to LW, it give the count % based on the commission % entered in to SS for teams. 

 

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