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Module Management - Module Numbering

This article will help you change the numbering and sequence of your CRM records.
R
Rashmi Kashyap
22 Mar, 2021 - Updated 1 year 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.


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 your CRM account.
  2. Click the User Menu on the top right corner of the page.
  3. Click the Settings button.
  4. Look for the Module Management section.
  5. Click Module Numbering.
  1. Select the Module from the drop-down.
    • You will see the previous Prefix and Start Sequence number.
  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 starting of the sequence in 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.

 
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