It’s pretty common to assign a custom ID to a client or another entity. In fact, companies rarely use original names. It creates bothering hurdles when you asked someone to fetch the data about John’s case and the response you get is, “Full name please”? Obviously, assigning a custom ID is essential, and so does programming the Vtiger 7 to assign Custom Record Number to every module and the subjects under the category.
The feature you’ll be looking for is present under the name Module Numbering. Before submitting data into Vtiger 7 account, it’s recommended to set the custom record numbers. It is due to the fact that once an ID has been assigned to a record, it will not be possible to change it, as there is no use for it. So new custom record numbers only get applied to the entities that are recorded after module numbering has been set up.
Structuring the module numbering is very straightforward in the Vtiger 7 and can be accomplished by following this protocol:
- Startup by clicking the Menuicon
- Then go to Settings
- In settings, press the Module Manager button
- And select Module Numbering.
- Now select the module you want the custom record number to be assigned to, enter the prefix of your will, and register the starting position.
- Then Save your entries.
This little customization is so powerful that every record that is added after the setup gets an automated ID. The record will be containing the prefix according to the module it is present in, as well as a numeral ID. The combination of prefix and sequence will be unique to every entry.
This tool kicks out possibilities of inaccuracies, saves time, and the hassle of listening again and again “Full name please”.
Modules can be widely enhanced in Vtiger 7. Learn how to do it: Optimization, Activation, And Deactivation Of Modules Is Lucrative