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Matter auto-numbering

  • August 24, 2023
  • 1 reply
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K

We use auto-numbering for when we create a new matter and sometimes Smokeball skips numbers.  For example, we use the year and then a file number: 23-1891.  Every now and again the auto-numbering will skip so our next matter is: 23-1893.  Any ideas? Thanks

Best answer by zac.meyer

Hi Karen,

 

Have you ran the full matter and full lead list report to verify this? Perhaps it’s a lead that didn’t convert to a matter that took the number out of the book. 

Or it’s a matter that was deleted and you are filtering that one out?

 

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    zac.meyer
    Smokeball Team
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    • zac.meyerSmokeball Team
    • Smokeball Team
    • August 24, 2023

    Hi Karen,

     

    Have you ran the full matter and full lead list report to verify this? Perhaps it’s a lead that didn’t convert to a matter that took the number out of the book. 

    Or it’s a matter that was deleted and you are filtering that one out?

     

    J
    1 person likes this

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