Auto Numbering a Job
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

In Crelate, you'll have the ability to auto number opportunities by navigating to Settings | Core Records | Jobs & Opportunities

When this is enabled, all opportunities created will automatically be assigned a unique ID number. Each new ID numbers is incremented by one from the last ID number. You may also alter the 'starting' number by Resetting Next Number.

After making this select, select 'yes' to then choose which number you'd like to start with moving forward (screen shot #2).


Additionally, this will also act as a searchable number in your search bar.

What's Next?

Did you know you may also auto number contacts? See more below:

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