Customize Record Numbering

This feature helps you to customize the numbering of records according to your requirements.

SalesHiker CRM offers default numbering corresponding to every module in Saleshiker CRM. We recommend you to customize your record numbering prior to inputting data in your SalesHiker CRM account – because this feature doesn’t affect the numbering of existing records.

Follow few simple steps to customize numbering of your records

Follow few simple steps to customize numbering of your records

1. Click  gear icon in the top right corner
   
2. Click CRM Settings
   
3. Click ‘Other Settings’ drop-down in the left
4. Click Customize Record Numbering. You can click on    pin icon next to it to add a shortcut to your settings home page
   

   Select Module	Select desired module to customize numbering of records in it
   Use Prefix	Provide desired prefix. This will be automatically populated in the detailed view of selected module > [Module] number field. Module can be Contacts, Leads, etc.,
   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