vtiger510:Feature Module Sequence Numbering

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Faq | Howto


Contents

Feature

The Module Sequence Numbering feature helps classifying the records by unique numbers. Once the auto number field is added to CRM module, the number gets added sequentially to the new records.

ScreenShots

Following are the screen shots of how module number will appear in a record's detail view and list view.

ListView

vtiger510-Feature-module_sequence_numbering_step1.png


DetailView

vtiger510-Feature-module_sequence_numbering_step2.png


Configuring Module Sequence Numbering:

  • Log in to vtiger CRM with Administrator privileges.
  • Click on Settings > Customize Record Numbering [ Under Other Settings ].

vtiger510-Feature-module_sequence_numbering_step3.png


  • Select Module,Give Desired Prefix and than Sequence Number.Click Save.

The auto-number field is added to the respective module. To check the field, select the corresponding module and add a record. The auto-number field is displayed once you save the record.

vtiger510-Feature-module_sequence_numbering_step4.png

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