Autonumbering of Opportunities and Companies

If automatic numbering is enabled for opportunities or clients in Ajera CRM, it is also enabled in iAccess and applied when you add those types of records in iAccess.

If the method for generating the numbers, as specified on the Numbering tab of the General System Settings form, uses a field that is not available in iAccess, users will not be able to add records in iAccess using automatic numbering.