FAQs in this section
What is Module Numbering?
Will the new module numbering affect existing records?
When should I start numbering the records?
How can I change the module numbering?
Where does the module numbering reflect?
Can I change the module numbering to a lower value?

How can I configure the module 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.
    1. You will see the previous 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.
    1. 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 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.
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