Auto-Generate Client ID Settings

HelpMaster has the ability to automatically generate client IDs in a number of different formats, based on existing First Name and Last Name details for a client.  These are :

Alphanumeric

These are non-numeric client IDs.  Choose from the drop-down box the style you wish to use and then specify the maximum length for each part of the name.  When the number specified is greater than that of the name, the full name will be used.

Numeric

Select this option if you wish to use numbers as client IDs instead of characters.  Choose from the drop-down box the style you wish to use

None

Select this option if you wish to manually create client IDs.

When HelpMaster automatically generates a client ID based on the options that have been selected, if such a client ID already exists, an incrementing number will be appended to the client ID until it becomes unique.  For example.  Say you already have a Joe Smith in your database.  His client ID is SMITHJ.  When HelpMaster automatically creates a new client ID, it will first try SMITHJ, however because it is already in use, HelpMaster will try SMITHJ1, SMITHJ2 and so on until a unique client ID is found.

Note : The HelpMaster Client Access Web Module also contains a screen to define the Auto Generate Client ID settings which you should use if you wish to generate client IDs for those registering via the web interface.

See also

Client Access Web Module Auto-generate Client ID

Active Directory client matching pattern