Contact Numbering enables a number to be automatically generated for each of your contacts.

• It allows you to search for your clients based on the automatically generated contact number.

• Numbers are generated automatically and increase sequentially.

• Numbers are purely numerical and cannot contain letters or symbols.

Get started with Contact Numbering

• Turn on Contact Numbering

• See or change a contact’s automatically generated number

How to turn on Contact Numbering

1. Go to the Organisation Preferences page

   Open

   

2. Tick the box to enable Contact Numbering

   Open

   

3. Choose the number that you want the numbering to start at

4. Tick the Display name and number tick box to show both the name and number

5. Scroll to the bottom of the page and press Save

6. This launches the numbering process in the background.

7. Once the process is complete, all your contacts will have Makerble Numbers assigned to them

See or change a contact’s number

• Once Contact Numbering has been enabled, a number appears next to the name of each contact

• On a Contact’s profile page is a Change Number button

• Click this to manually alter a contact’s automatically generated Number