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
Navigate to the Admin Console and select References from the grey menu bar
Edit Reference Number
Scroll to the database number you wish to edit
Delete Element by selecting grey X next to the Element you wish to delete
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)
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
Navigate to the Opportunity/Proposal/Project Index
Find the record you want to edit and click the 3 dots on right side of screen
Select Edit
Edit Reference Number
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
Navigate to the Admin Console and select References from the grey menu bar
Select Document Numbering from white horizontal submenu
Edit Reference Number
Scroll to the document number you wish to edit
Delete Element(s) by selecting grey ‘X’ next to each Element
Select Add New Element(s) and create your document numbering system
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
