Using Derived Answers to Create Customized File Numbers
Written by Service Desk
Updated at October 12th, 2024
Suppose you needed a file number creation system to automatically build discrete file numbers from a combination of a customer's DOB, last name, and the date of opening the file. Sound difficult? Not at all; you can be doing it in less than five minutes with a little help from this short video.
There isn't a huge number of firms that would want to number customers, matters, or products this way, but it's a great illustration of the ease and power of the software at your fingertips.
tags: date of birth, age, file number, current date, automated numbering, teachers