Using Identifiers within Sage CRM

By default, Sage provides a description field when entering a job (Case) or opportunity.  However, that description field is a free text field.  So users could type in whatever they want — i.e. ‘big opportunity’.  

Instead of using that free text field, we strongly recommend clients define a consistent in the naming schema that CRM automatically manages those description fields.  To this end, our ID Generator utility allows you to create a consistent naming convention for data created in Sage CRM. This could be applied to anything within Sage CRM, Cases, Leads, Opportunities, or otherwise.

In this video example below, we are using a format of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that it can be whatever you want, this was just an example.

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