Administrators can change invalid quick references for companies, individuals and other entities.

Invalid quick references contain characters other than letters (A-Z), numbers (0-9), underscores (_) and hyphens (-).

  1. Go to System Tools > System Maintenance > QuickRef Override.

    The QuickRef Override Wizard opens.

  2. On the Select Invalid QuickRef screen, choose an invalid quick reference from the dropdown list and select Next.
  3. On the New QuickRef screen, enter a quick reference or have the system generate one. Select Next.

    Make sure you only use valid characters, that is, letters (A-Z), numbers (0-9), underscores (_) and hyphens (-).

    The Confirmation screen displays stating that the invalid quick reference has been changed to the new quick reference.

  4. Select Finish on the Confirmation screen.