How do I assign account numbers to customers?

We do not have a separate customer account number field in the customer information screen.  If you would like to enter in an account number for your customers, you have two options.

First, decide how this number is to be used.

• Is this an internal only number that will allow you to sort numerically in Customer Center and Reports?  If so, you can change the Display Name As: name to include the account number.
• Should the number be customer facing and appear on invoices?  If so, you may want to use the first line of the address field for the customer number.

Note: These are only suggestions; the entries are made manually and will not trigger if a particular number has already been used.

For internal only and numerical sorting:

1. From the left Navigation menu, choose Customers.
2. Choose the customer from the list and click Edit at the top of the screen.
3. In the Display Name As: field type in the desired customer number before the customer's name.
   Note: To continue sorting alphabetically you can add the number to end of the customer's name.
4. Click Save.

For customer facing numbering:

1. From the left Navigation menu, choose Customers.
2. Choose the customer from the list and click Edit at the top of the screen.
3. If you would like to see the number on the same line as the customer's name, add the number to the Print on check as field.  You may need to uncheck Use display name to use that field.  To see the number reflected directly under the customer's name use the first line of the Street field.
4. Click Save.

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