Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Last updated April 1, 2024

Creating default references

Establishing default references is a robust capability within EasyBase, enabling businesses to define the structure of references for enquiries, jobs, and service calls. References can be configured to commence from a designated ID, increment by a specified number, and can also incorporate both a prefix and suffix to the format.

Getting Started

To get started creating custom references, firstly, access the system settings. You can do this by either clicking on the “System Settings” tab on the navigation panel or by clicking the settings icon located in the top right corner of the main window.

Within the system settings window, proceed to the ‘Management’ tab.

Scroll down on this tab and you’ll find a ‘Enquiry References’ ‘Job References’, and ‘Service Call References’ panel where you can modify the format of a reference.

Creating a Reference

To begin creating a reference, it’s essential to activate this feature for each data type by checking the ‘Enabled’ checkbox located in the top right corner. This action ensures that any modifications made will be applied to the reference format effectively.

The custom format section allows you to add a prefix and a suffix to a reference.

For example, if your company is called ‘EasyGlazing’, the prefix may be ‘EG’ and for an enquiry the suffix could be ‘E’.

You can choose how you would like the value to be incremented whether this is from a certain number or by an ID of the previous reference.

Increment by ID would result in:

‘EG1E’, ‘EG2E’, ‘EG3E’, etc.

Increment by Number would be:

‘EG51E’, ‘EG52E’, ‘EG53E’, etc.

Any changes made will be saved automatically.