How do I define a customer number format?

Set up the mask for the customer number format.

The Customer Number Format is a combination of symbols that tells the system how to format the customer number. Example: If the default format is #.####.#, and then the Customer Number Format allows a user to enter a customer number such as “123456”. If the default Customer Number Format is being used when the user presses Enter, the customer number would be reformatted to “1.2345.6”.

Contents

How do I define a customer number format?
1. Watch a video
1. Setting up the customer number format

Watch a video

Defining a customer number format (1m26s)

Setting up the customer number format

1. Open Connect Utility Management > Organization > Organization.

2. Click to select the Organization tab.

3. How do you want to set up the customer number format?

Use a combination of symbols (shown below) to create the Customer Number Format. This field is located on the Organization tab.

Symbol: # (Hash) Represents: Any digit. Example: 1, 2, 3, 4, 5, 6, 7, 8, 9, 0.

Symbol: . (Period) Represents: A period (.)

Symbol: - (Hyphen) Represents: A hyphen (-)

4. Click Save (CTRL+S).

The customer number format is saved.