x Want to participate? Join the group to interact
  • State Verified Answer
  • Replies 6 replies
  • Answers 1 answer
  • Subscribers 76 subscribers
  • Views 764 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
Abdiel Dominguez

SAGE CRM No Leads Number

SOLVED
Posted By

Hi everyone,

Does leads have numbers like quotations and invoices have numbers? If not how do we identify the leads.

Parents
  • 0
    SUGGESTED

    Hi Abdiel

    Leads don't have numbers, you would identify them by their Description field like Opportunities. 

    There are things that could be done though if you wanted an unique numbering system. One which I do all the time is a SQL Trigger on the table, which populates a text field on screen with the SQL ID of the record (I also put some text in front so for Opportunities you get ON1001 or something like that) - using the SQL ID then makes finding the record in the database nice and straightforward for troubleshooting purposes. 

Reply
  • 0
    SUGGESTED

    Hi Abdiel

    Leads don't have numbers, you would identify them by their Description field like Opportunities. 

    There are things that could be done though if you wanted an unique numbering system. One which I do all the time is a SQL Trigger on the table, which populates a text field on screen with the SQL ID of the record (I also put some text in front so for Opportunities you get ON1001 or something like that) - using the SQL ID then makes finding the record in the database nice and straightforward for troubleshooting purposes. 

Children

*Community Hub is the new name for Sage City