add a field to contact so we could enter information to tie this to leads from various sources, etc job #s.
I would like to have a job # field to enter the third party reference for a lead to reconcile this to invoices we receive.
Hi Melanie,
In the General tab of Account Settings, you can turn off the auto-job numbering system and then enter any job number (alpha and numeric) you need.
Having done that, you could enter job numbers with this type of source info. Then it would be easy to report on them as well.
Also, be sure to use the “Source” field on the job and/or contact to track lead sources as they can easily be set up to add more items as you need.
Let me know if this helps and if I can guide you through this process.
-Brad