Managing customer data efficiently can define success for any business, and a robust CRM system like SuiteCRM can be an immense ally. However, one feature often sought is the ability to generate sequence numbers for tracking records. Enter the CM SuiteCRM Sequencing Add-On, a powerful tool that allows you to define unique identifiers for any SuiteCRM module.
Why Use Sequence Numbering in SuiteCRM?
Tracking quotes, cases, accounts, or any other module using a distinct numbering format can greatly enhance data organization. This add-on provides a customizable numbering system to assign unique identifiers effortlessly.
Features of the SuiteCRM Sequence Add-On
This add-on offers a plethora of options to craft the perfect sequence format for your records. You can define combinations of letters and numbers using:
- Prefix and Suffix: Add letters or words at the beginning or end of your sequence.
- Separator: Customize how different sections of the sequence are divided.
- Zero Padding: Ensure uniformity by padding numbers with zeros.
- Starting Point: Decide where your numbering starts.
- Date Appending: Add date codes to your sequences in any format.
Getting Started: Applying Custom Sequences
Whether you’re creating new records or updating existing ones, the sequence can be automatically applied with ease. The add-on includes an “Initial Fill” tool that applies sequences to all current records instantaneously.
Admins will find it straightforward to design and implement new sequences tailored to any SuiteCRM module, allowing for enhanced tracking and management.
Reliable Support in Multiple Languages
The comprehensive support accompanying the add-on ensures a smooth experience, available in English, German, and Spanish. Whether you have queries or need assistance, simply use the “Ask a Question” feature or open a Support case for help.
Discover how this add-on can transform how you track records in SuiteCRM. Visit the SuiteCRM Marketplace to learn more.
Integration and Additional Features
Suitably integrated with Glances, the add-on fits seamlessly into your workflow by combining customer insights across various work apps. Additionally, customize validation messages for fields that don’t comply with requirements, shown directly during the edit view.
Conclusion
The CM SuiteCRM Sequencing Add-On provides an efficient and customizable system for tracking your CRM records. With its wide range of custom options and excellent support, enhance the organization and accessibility of your CRM data today.