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CustomIDs

Dan
October 27, 2023
Uncategorized

Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple opportunities with the same name ‘Big Deal’, it can have something more meaningful such as 23-0998 /My CRM Manager / 10.26.2023.

IDs can be applied to anything within Sage CRM, Cases, Leads, Opportunities, Equipment or whatever you are trying to track.

In this video example we are using a schema of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that this is just an example – the naming convention you pick should make sense for your organization.

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