Hi everyone,
Does leads have numbers like quotations and invoices have numbers? If not how do we identify the leads.
Hi everyone,
Does leads have numbers like quotations and invoices have numbers? If not how do we identify the leads.
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
Just to note, when you upgrade CRM, the stored procedure will be overwritten so keep a copy of it somewhere.
This works great, Thank you
This works great, Thank you
*Community Hub is the new name for Sage City