OVERVIEW

  • This database is used to input information into all records and indexes in Proteus

ACTION

  • Review Database Numbering: Staff, Company, Contract, Opportunity, Proposal, Project, Progress Report, Invoice, Asset and Asset Type

  • Review Document Numbering: Proposal Document, Report, Note and Letter

NOTE

  • Access: only Company Admins have access as this is in Admin Console

Edit: the information can be revised at any time, and numbers already created can be refreshed

How to customise database number

  • There is default numbering in place

Navigate to References

  1. Navigate to the Admin Console and select References from the grey menu bar

Edit Reference Number

  1. Scroll to the database number you wish to edit

  2. Delete Element by selecting grey X next to the Element you wish to delete

  3. Select Add New Element as required

  • Database number; Staff, Company, Contract, Opportunity, Proposal, Project, Progress Report, Invoice, Asset and Asset Type

  • Element; Text (free type) Separator (-), Sequential Number (starting from and padding)

Office Key (office identifier defined in Offices) Company Key (client identifier defined in Companies)

  1. Select Save and repeat process for other database numbers

  • Set database numbering system back to default by selecting Reset to Default

How to update references numbers after customisation

Navigate to the record to be updated

  1. Navigate to the Opportunity/Proposal/Project Index

  2. Find the record you want to edit and click the 3 dots on right side of screen

  3. Select Edit

Edit Reference Number

  1. Click the refresh icon which is located next to the existing reference number at the top left area of the screen

  • The number will update to the new Reference System, on both the record dashboard and also relevant Opportunity/Proposal/Project Index.

How to customise Document Number

  • There is default numbering system in place

Navigate to References

  1. Navigate to the Admin Console and select References from the grey menu bar

  2. Select Document Numbering from white horizontal submenu

Edit Reference Number

  1. Scroll to the document number you wish to edit

  2. Delete Element(s) by selecting grey ‘X’ next to each Element

  3. Select Add New Element(s) and create your document numbering system

  4. Select Save and repeat process for other document numbers

  • Document number; Proposal Document, Report, Note and Letter

  • Element; Text (free type) Separator (-), Sequential number (starting from and padding)

  • Office Key (office identifier defined in Offices) Company Key (client identifier defined in Companies)

  • Set Document Numbering System to default by selecting Reset to Default

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