# AutoNumber Configuration

Settings in the AutoNumber section of the CRM Configuration screen. Controls automatic generation of client codes and matter codes.

# Configuration Reference

# MatterCodeEnabled

Assigns a client code and/or matter code automatically when a matter is created or updated and no client/matter code is set yet.

  • Allowed values: true, false
  • Default: false

# ClientCodeFormat

Number format used for a generated client code. Use yyyy/yy for a dynamic year, for example yyyy####, ###, or #.

  • Allowed values: a number format string
  • Default: empty

# ClientCodeStartNumber

The next generated client code is this value plus one.

  • Allowed values: a number
  • Default: 0

# MatterCodeFormat

Number format used for a generated matter code. Use yyyy/yy for a dynamic year and/or {ClientCode} as a variable, for example yyyy###, ###, #, or {ClientCode}.###.

  • Allowed values: a number format string
  • Default: empty

# MatterCodeStartNumber

The next generated matter code is this value plus one.

  • Allowed values: a number
  • Default: 0

# EnabledForMatterActivityTypes

Activity types for which a matter (and its client) gets an automatic number. Leave empty to generate a number for every activity type.

  • Allowed values: one or more activity type codes
  • Default: none
Last Updated: 9/8/2026, 2:26:35 PM