Contract Settings: Numbering & Formatting Configuration

What is Contract Settings?

The Contract Settings module in CRM LEAF allows administrators to configure how contracts are numbered and formatted. These settings ensure that every generated contract follows a consistent and professional sequence, making them easier to reference, track, and manage across clients and departments.

Contract Number Format Options

Example

Setting	Value	Description
Contract Prefix	CONT	Appears at the beginning of every contract number.
Contract Number Separator	#	Character used to separate the prefix and contract number.
Contract Number Digits	3	Sets the length of the numeric part of the contract number (e.g., 001, 002).
Contract Number Example	CONT#001	Displays a sample based on current prefix, separator, and digit settings.

 

Quick Actions – Contract Settings

Setting	Value	Description
Contract Prefix	CONT	Appears at the beginning of every contract number.
Contract Number Separator	#	Character used to separate the prefix and contract number.
Contract Number Digits	3	Sets the length of the numeric part of the contract number (e.g., 001, 002).
Contract Number Example	CONT#001	Displays a sample based on current prefix, separator, and digit settings.

 

FAQ – Contract Settings

Q: Can I use a custom prefix for contracts?
A: Yes, the prefix can be any alphanumeric code that suits your company’s naming standard.
Q: Will changing the prefix affect existing contracts?
A: No, existing contracts will retain their original numbers. Changes apply to new contracts only.
Q: Can I increase the number of digits later?
A: Yes, you can increase the digits to expand the range (e.g., from 3 to 4 digits = 0001).