Changing a single reference number on a Project
To change a reference number on a single project, open the project and go to Details (Projects Tab -> select the project -> Details) and then in the bottom right corner, click on the pencil icon and select Edit . This will allow you to change details on the Project including the reference number.
⚠️ Tip: When clicking on the Pencil Icon, be careful not to click Delete accidentally as this action may result in deletion of the entire project.
Changing a single reference number on a Quotation
To change a reference number on a Quotation go to the quote (Projects Tab -> select the project -> Quotes -> select the desired quote) and then in the Quote Details section, click on File-> Edit and insert the number you want.
Changing the reference numbering system
By default Archdesk will generate the reference number on a project, contact or quotation however, you can always modify the number when you have a customised naming system in place at your organisation.
Examples for your naming:
2018/123
2018-123
P/2018/10/123
PR123
etc.
If you want to change the naming system to your own contact us at support@archdesk.com