I have two questions regarding custom quote numbering.
1: Can I have different custom quote numbering schemes for different business units? (I have 3 different companies that I have seperated into 3 different business units within our CRM system that each use different quote numbering systems)
2: I am attempting to create a quote numbering scheme that follows this format:
Initials of sales rep-date-number of quotes created that day "XXX-YYYYMMDD-##"
I would like to be able to do this for 4 different sales reps and also the ability to add future sales reps that may be added in the future.
Is this possible, if so how?
Also, not sure if this matters but right now we have CRM 2015 on premises but will be upgrading to 2016 in 2 weeks.