Record Numbers
1. General
Record Numbers are unique sequential numbers assigned to records within a module (e.g., offers, invoices, contacts). They enable clear identification and searching of records.
In the Record Numbers section, number ranges can be configured individually per module. Each number range consists of:
- An optional prefix (e.g., "RE-" for invoices)
- A sequential number (automatically incremented)
2. Configuration
2.1. Available Modules
Number ranges can be configured for the following modules:
| Module | Example |
|---|---|
| Contacts | KON-00001 |
| Organizations | ORG-00001 |
| Leads | LEA-00001 |
| Offers | ANG-00001 |
| Orders | AUF-00001 |
| Invoices | RE-00001 |
| Contracts | VER-00001 |
| Projects | PRO-00001 |
| Tickets | TIC-00001 |
2.2. Editing a Number Range
To edit a number range, click on the corresponding module in the Record Numbers overview. A form opens with the following fields:
| Field | Description |
|---|---|
| Prefix | Optional prefix before the sequential number (e.g., "RE-") |
| Current Number | Current value of the sequential number |
| Number of Digits | Minimum number of digits (leading zeros, e.g., 5 digits → "00001") |
Changing the current number may create gaps in the numbering or conflicts with existing record numbers. Only change this value if necessary.
3. Examples
Example 1: Invoice Number Range
Settings: Prefix = "RE-", Current Number = 1000, Digits = 5
Result: RE-01000, RE-01001, RE-01002, ...
Example 2: Offer Number Range Without Prefix
Settings: Prefix = empty, Current Number = 500, Digits = 6
Result: 000500, 000501, 000502, ...
4. FAQ
Q: Can I use the same prefix for multiple modules?
A: This is technically possible but not recommended, as this can lead to confusion when searching for record numbers.
Q: What happens if I leave the prefix empty?
A: The record number consists only of the sequential number with the configured number of digits.
Q: Can record numbers be changed afterwards?
A: The number range for future records can be changed at any time. Already assigned record numbers remain unchanged.