Overview
Control automatic numbers for records such as leads, deals, quotes, orders, cases, and tickets.
Main purposeControl automatic numbers for records such as leads, deals, quotes, orders, cases, and tickets.
Important areasEntity type, display name, active toggle, pattern, next value, increment, reset period, preview, reset counter.
Business valueConsistent numbering improves search, customer references, and audit review.
Where To Find It
Common Path: Setup > Sales Setup > Number Sequences
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Each supported entity has a numbering row.
- Patterns can include one counter token such as {0000} and date tokens such as {yyyy}, {yy}, {MM}, and {dd}.
- The preview shows the next number before saving.
Main Areas
| Area | What It Is Used For |
|---|---|
| Sequence row | One numbering setup per entity. |
| Pattern | Format used for generated numbers. |
| Next value | Next counter value. |
| Reset period | None, yearly, monthly, or daily. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Display name | Friendly sequence label. | Use a name users recognize. |
| Active | Turns automatic numbering on or off. | Keep active for normal business numbering. |
| Pattern | Number format. | Use date and counter tokens correctly. |
| Increment by | How much the counter increases. | Usually keep as 1. |
| Reset counter | Restarts the counter. | Use only when approved by an administrator. |
Recommended Workflow
- Open Number Sequences from Setup.
- Review the row for the entity you want to configure.
- Enter a pattern and check the preview.
- Set next value, increment, and reset period.
- Save the row and test by creating a new record.
Best Practice
- Use short prefixes such as LEAD-, DEAL-, Q-, ORD-, CASE-, or TCK- if your business wants readable references.
- Avoid changing numbering patterns in the middle of a reporting period unless users are notified.
- Reset counters only when the duplicate-number risk is understood.
Troubleshooting
- If the preview shows an error, check that the pattern contains one counter token.
- If a number is not generated, confirm the sequence is active.
- If duplicate numbers occur, review manual numbers and sequence next value.
FAQ
Can users still type manual numbers?
Some forms allow manual numbers. Use this only when needed.
What does {0000} mean?
It is a padded counter token that controls the number of visible digits.