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Registered: ‎09-04-2018
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Can I change client ID format?

Is there a way to change the client ID format after the initial setup screen on install?  I thought I had set the format I wanted, but my client IDs are coming out 1, 2, 3...

 


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Ubiquiti Employee
Posts: 3,717
Registered: ‎12-10-2015
Kudos: 1319
Solutions: 292

Re: Can I change client ID format?

this works for the invoice number format. Custom ID has no format configuration so far - it can be managed one by one per client in the client's edit form.

Please create a new feature request with a suggestion for custom client id format if you feel this could be useful for more ISPs: https://community.ubnt.com/t5/UCRM-Feature-Requests/idb-p/UCRM-Ideas

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Ubiquiti Employee
Posts: 3,717
Registered: ‎12-10-2015
Kudos: 1319
Solutions: 292

Re: Can I change client ID format?

@vortrex these are your options:

1) you can modify the format of "custom ID", but note that the auto-increment won't work if you use some non-numeric characters. Also, you may want to set "Displayed client ID = Custom" in System > Settings to use and show the custom ID (instead of the system ID) throughout the system.

2) The format of client ID (system default, with auto-increment) can't be modified. But you can set the starting value (e.g. 1000 instead of 1) - go to System > Settings > Application - Next client ID
New Member
Posts: 17
Registered: ‎09-04-2018
Solutions: 1

Re: Can I change client ID format?

Where is the location of setting the custom ID?  Do you mean this is the "next client ID"?  I thought when I set this up I had the option to set the total number of digits and to preface the number with something like the date stamp?

Ubiquiti Employee
Posts: 3,717
Registered: ‎12-10-2015
Kudos: 1319
Solutions: 292

Re: Can I change client ID format?

this works for the invoice number format. Custom ID has no format configuration so far - it can be managed one by one per client in the client's edit form.

Please create a new feature request with a suggestion for custom client id format if you feel this could be useful for more ISPs: https://community.ubnt.com/t5/UCRM-Feature-Requests/idb-p/UCRM-Ideas
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