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Hi all,
Is there a way to create a customer number automatically when Maximizer creates a new customer record? Thanks, Derek |
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Maximizer Specialist![]() |
Hello again Derek,
I'm afraid that this falls into the same category as your other question, the default functionality within Maximizer does not support it however you could potentially do this with either a custom service or the Knowledgesync addon. We'd be happy to discuss either option with you. |
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |