SAGE CRM No Leads Number

SOLVED

Hi everyone,

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

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  • 0

    In the past I have used the same mechanism that cases and solutions have where the system generates you a new reference number. To do that you modify the eware_default_values stored procedure and add an additional couple of lines to the if statement in the same way the cases and solutions have been done. Then you can create a new field with type stored procedure and use the same column name as the one you specify in the stored procedure. CRM will then generate you a new unique reference number each time you create a lead

  • +1 in reply to Vega
    verified answer

    Just to note, when you upgrade CRM, the stored procedure will be overwritten so keep a copy of it somewhere.

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