This feature helps you to customize numbering of records according to your requirements. Simply CRM offers default numbering corresponding to every module in Simply CRM. We recommend you to customize your record numbering prior to inputting data in your Simply CRM account – because this feature doesn’t affect the numbering of existing records.
Follow few simple steps to customize numbering of your records
- Click
gear icon in the top right corner
- Click CRM Settings
- Click ‘Other Settings’ drop-down in the left
- Click Customize Record Numbering. You can click on
pin icon next to it to add a shortcut to your settings home page
| a. Select Module | Select desired module to customize numbering of records in it |
| b. Use Prefix | Provide desired prefix. This will be automatically populated in the detail view of selected module > [Module] number field. Module can be Contacts, Leads, etc., |
| c. Start Sequence | Provide the sequence where numbering should be started. This record numbers are updated in chronological order beginning from your start sequence number |
- 5. Click Save
After successfully customizing record numbering, you can see that the records that are imported or created after the customization will automatically populate prefix and sequence number is updated chronologically.
