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Folios

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  • You need to have the Root role to configure the folio records.
  • If you are a user with the Admin role, you do not have access to this page.
  • Ordinary users do not have access to this page.

Folios are alphanumeric and numeric sequences used to generate useful identifiers for records such as Quotes, Cases, Orders, Accounts and Documents.

You can change the format and the numeric sequence used to generate subsequent folios when creating new records.

Go to the folios page, by clicking the user menu in the upper right corner and then click the Settings item. On the left side click the Folios item.

Change the folio formats by opening the form options button and clicking on the edit option. Modify the values ​​according to the desired format of your preference.

Learn how to use the different types of patterns to compuse your custom format for each folio.

Save your changes by clicking the Save button at the bottom of the form.