Home  >   Articles   >  Module Management - Module Numbering
Articles in this section

Module Management - Module Numbering

This article will help you change the numbering and sequence of your CRM records.
R
Rashmi Kashyap
29 Apr, 2024 - Updated 2 months ago
Table of Contents

Introduction

 

Do you want the records under each module to be listed in a sequence?

 

Vtiger CRM offers default numbering that corresponds with every module and every record. The fun part is you can customize and create a record number sequence as per your business needs. Whenever you create a new record, a unique number will be automatically assigned to it.

Do not worry; this process will not affect your existing records. The new numbering will be applied only to records created in the future.

 

Don’t slip; take this tip!

If you wish to maintain consistency in your CRM, you can configure this setting as soon as you create the CRM account before adding records to your CRM account.

Feature Availability

One Growth

One Pilot

One Professional

One Enterprise

Feature Availability

Module Numbering

 

Benefits

The following are the benefits of Module Numbering:

  • Organizational Structure: Using module numbers helps organize the different components in the CRM. This makes it easier to find and access specific modules.
  • Ease of Navigation: Using numbers to label different sections in a CRM makes it easy to find what you need quickly. This means you can jump directly to the right section without wasting time searching through everything.
  • Consistency: Numbering ensures consistency in the module hierarchy, making it easier for new users to familiarize themselves with the CRM's layout and structure.
  • Customization: Assigning numbers to modules can be part of customizing the CRM interface, allowing administrators to arrange modules in a specific order that aligns with the organization's workflow.
 

In this article, you will learn about:

  • Editing the Numbering

Key Terminology

Key Term

Definition

Module Numbering

It is a feature that allows administrators to assign numerical identifiers to modules within the CRM interface.

Prefix

It is a customization option that allows administrators to add a text-based identifier before the numerical identifier is assigned to modules.

Start Sequence

It allows administrators to specify a starting number for the sequence of numerical identifiers assigned to modules.


Editing the Numbering

If you know what sequence you want in the CRM records, then changing them in the CRM is not a tedious job.

Follow these steps to edit the numbering of records:

  1. Log in to the CRM account.
  2. Click the User Menu on the top right corner of the page.
  3. Click the Settings button.
  1. Look for the Module Management section.
  2. Click Module Numbering. Select the Module from the drop-down. You will see the previous Prefix and Start Sequence numbers.
 
  1. Select the Module from the drop-down. You will see the Prefix and Start Sequence numbers.
  2. Enter the prefix of your choice in the Use Prefix field. 
  3. Enter the number of your choice in the Start Sequence field. This number will be the start of the sequence of numbering the newly created records.
  4. Click Save.
Click Cancel to discard all changes.

The sequence is changed successfully. You can now see that the sequence numbering will start creating a new record or when new records are imported.

This sequence is updated chronologically in the Detail View > [Module] Number field of any newly created record. This field is not editable in the record.

 

Note:

  • Once you save the sequence number, it cannot be changed to any lower value, irrespective of whether you create a record or not.
  • The newly created records will have a new sequence number.
  • To start a new sequence numbering, you need to provide a different prefix. For example, in Invoices, instead of INV, you can use the prefix INV-OCT-2020.
Was this article helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.