Your system may be configured to automatically assign account and membership numbers to new contact.

1. Click Setup in the left-hand navigation panel.
2. Click Account and Membership Numbers in the Miscellaneous section.

   

3. Configure the following as needed:
   • Contact Account Numbers
     • Automatically Assign Account Numbers To Individuals: Enable this option if you wish the system to automatically assign an account number to individual members.
     • Automatically Assign Account Numbers To Organizations: Enable this option if you wish the system to automatically assign an account number to business members.
     • Enforce Account Number Uniqueness: Enable this option to ensure that account numbers assigned are unique. If a number has been assigned to one account and a staff member later tries to edit another account and use that number, they will be alerted.
     • Contact Assignment Trigger Type: Select at what point you wish the account number to be assigned. When created will assign an account number to all contacts in the database, regardless of status. When active will assign an account number when the membership status is active. When active and courtesy will assign an account number when a membership is activated or marked as courtesy.
     • Next Account Number Assigned: This field will keep track of the account numbers to be assigned, and will default to 1. If you wish to start the sequence at a different value (for example: if you are new to the software, and currently have account numbers assigned to your members) enter the starting account number. All subsequent number assignments will key off that starting number and auto populate.
   • Membership Numbers
     • Automatically Assign Membership Numbers: Enable this option if you wish the system to automatically assign membership numbers to your members.
     • Enforce Membership Number Uniqueness: Enable this option if you wish to ensure that membership numbers are unique. If a number has been assigned to one account and a staff member later tries to edit another account and use that number, they will be alerted.
     • When to assign: Select at what point you wish the account number to be assigned. When created will assign an account number to all contacts in the database, regardless of status. When approved will assign an account number when the membership status is active.
     • Next Membership Number Assigned: This field will keep track of the membership numbers to be assigned, and will default to 1. If you wish to start the sequence at a different value (for example: if you are new to the software, and currently have membership numbers assigned to your members) enter the starting membership number. All subsequent number assignments will key off that starting number and auto populate.
4. Click Save.