You can turn on auto-numbering so that every Contact in Crelate has its own unique ID number. The number appears in Record Details, can be searched from the search bar, and can be included in exports.
What does auto-numbering do?
When auto-numbering is enabled, Crelate assigns a unique number to each Contact. The number appears as its own field in the record details area of the Contact Record.
You can use the number to:
Look up a Contact. Enter the number in the search bar to find the Contact quickly.
Reference a Contact in an export. The number gives each contact a unique identifier that is separate from the contact’s name or other details.
How to turn on auto-numbering for contacts
Go to Settings > Core Records > Contacts.
Enable the auto-numbering option for Contacts.
Save your changes.
After you enable it, the Contact number appears in record details on Contact Records.
How to change the starting number
You can change the number the sequence continues from at any time.
Go to Settings > Core Records > Contacts.
Select Reset Next Number.
Enter the number you would like to use for the next Contact created.
Save your changes.
Contacts created after the change continue counting up from the number you enter.
Does auto-numbering change existing contacts?
No. Existing Contacts keep the numbers they already have, and Contacts that do not have a number are not assigned one. Only Contacts created after auto-numbering is enabled receive a number, following the sequence you configured.
The same applies when you use Reset Next Number. The reset affects only Contacts created afterward and never changes the numbers on existing Contacts.
Key takeaway
Auto-numbering gives each Contact a unique, searchable ID that appears in Record Details and can be used in exports. You can turn it on in Settings > Core Records > Contacts.
What's Next?
You can also auto-number your job records, or add your own fields to capture the information your team needs. Continue with the articles below.