Generate Member Numbers Automatically
You can now configure "automatic member numbers"
Upon the creation of a new People or Company Account, a unique member number is now automatically generated based on your specified business settings.
Follow these steps to configure your automatic member numbers:
To learn more about editing a member number, click here.
Step 1: Set Parameters
- Navigate to Settings > My Business, to access the configuration options.
Set Member Number Format
- Customize the format of your member numbers according to your preferences. For example:
- In this example, I have set my member number format to {counter:13}-{MM}-{chars:4}
- {counter:13} = This format means that my member number will start with 13 digits, where 20 (counter start) is the first number to be used for a member.
- {MM} = add the month number you are in.
- {chars:4} = generate random 4 digit characters
Set Counter Start
- Define the starting point of your member numbers by adding a "counter start." This counter is the initial number from which your member numbers will commence.
It's important to note that these settings will apply exclusively to newly created accounts.
Step 2: Viewing Auto-generated Member Numbers
- Once configured, you can view the People/Company Account member numbers that are automatically generated based on your specified parameters.
