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How can I configure the module numbering?
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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:
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.
Follow these steps to edit the numbering of records:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the page.
- Click the Settings button.
- Look for the Module Management section.
- Click Module Numbering.
- Select the Module from the drop-down.
- You will see the previous Prefix and Start Sequence numbers.
- Enter the prefix of your choice in the Use Prefix field.
- 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.
- Click Save.
- Click Cancel to discard all changes.
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.
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