Custom Auto-Generated Job Name
we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.
The main reason for including the JobID in the name is we may have multiple projects opened with the same customer at various addresses. We need to see the differences between those jobs on the board, and the project number does not show on the board view, so we would make it part of the job name.
How I might see the customization happening:
{{LastName}} Project {{JobID}}
{{LastName}} Job {{JobID}}
JobID = {{yy}}-{{mm}}{{jobid}}