"Ideally I would have a button saying "assign customer ID" and a new serial would be assigned at the press of that button, otherwise the field stays empy."
This isn't a good idea...
There is no reason why it must be, sometimes, empty.
The Customer ID is the primary key of a ( even potential ) relatioship and MUST be setted by format the option of auto-enter serial number for that field.
To insert a serial now, do so:
1) Go to field definition and set the option of that field to auto-enter a serial number startin from 1 step 1
2) In Browse mode show ALL records.
3) Put the cursor into that field
4) From menu Records >> Replace Field Contents... >> Replace with serial numbers >> Initial value 1 , Increment by 1 ; Check the box: Update serial number in Entry Options >> Replace
That is ALL for now and forever.
Hi and thanks for the very fast reply!
I see your point about assigning an ID to all contacts, but in this way I will not be able to separate actual customers from potential ones.
Probably it could be done adding one more record: "customer YES/NO", but then I would not be able to count the actual customers just by looking at the serial...
A potential customer is now in that state, but can change its state tomorrow.
So the right way is to create a new field, as you said.
That way you'll be able to easy count actual or potential customer.
( and the DB will be "normalised" )
BTW: customer is the people who buys something and, in a related table, there will be an invoice. So it's possible to even NOT create a new field.
Yes, the invoice module is up and running! :smileywink:
One more thing: in my contact list I have different people working at the same company.
The customer ID would have to be related to the company not to the single employee...