Module Numbering

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

SalesHiker CRM offers default numbering  to correspond 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

• 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. These record numbers are updated in chronological order beginning from your start sequence number.
• 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.