How to set up Module Numbering?
Let us take the example of the Contacts Module to set up Module Numbering follow the steps given below:
- Go to CRM Settings > Module Management > Module Numbering.
- "Select Module" to customize the numbering of records from the drop-down.
- In the "Use Prefix" field enter the Prefix, which will be automatically populated in the detail view of the selected module.
- In the "Start Sequence" field, provide the sequence where the numbering should be started, when the new records are created.
- Click on the Save button.
- You can see the sequence is updated in the Detail view of the newly created record
Alternatively, you can set up Module numbering
Follow the steps given below:
- Go to CRM Settings > Module Management > Modules.
- Click on Settings.
- Select Contact Numbering from the drop-down.