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ID Generation

Our ID Generator ensures a consistent naming convention for data created in Sage CRM.  This could be applied to Opportunities, Cases, Leads, or really anything. 

In this video example we use a schema of YY + Number for the opportunity + Company + Creation date of the opportunity. The logic for the ID can be whatever you want, this is just an example.

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Sage CRM Roadmap

Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

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