Managing records in SuiteCRM can be a challenging task without a well-structured system in place. The CM & Sugar sequencing add-on brings order and efficiency by introducing a customizable auto sequence numbering system to any SuiteCRM module.
Enhanced Record Tracking Capabilities
With this add-on, users can effortlessly define and add a unique identifier field tailored to their specific needs. Whether you need to track Quotes, Cases, Accounts, or any other module, this tool provides extensive customization options to suit any alphanumeric format requirement.
Limitless Customization Options
From prefixes and suffixes to separators and zero padding, the options are virtually limitless. You can also start numbering from any given point or incorporate a date stamp in any desired format. The flexibility of this add-on is unparalleled, making it an invaluable asset for SuiteCRM users.
Automation at Its Best
The add-on doesn’t just allow you to edit new records but can also apply your custom sequence to all existing records using the “Initial Fill” tool. Admins have the power to quickly and easily create new sequences for any module, saving time and minimizing errors in record management.
Language Support and Assistance
CM & Sugar provides support in English, German, and Spanish, ensuring you receive the help you need in the language you prefer. Should you have any questions, the “Ask a Question” button or creating a Support case is just a click away.
Explore More with Glances Integration
Beyond sequencing, harness the potential of Glances, which integrates SuiteCRM with your favorite workplace apps. As your go-to hub for real-time customer insights and personal tasks, it truly simplifies your workflow.
Seamless Validation Configuration
Make use of custom validation messages for SuiteCRM fields, enhancing user experience with clear feedback on edit view pages when validation requirements aren’t met.
If you have purchased this add-on and require assistance, don’t hesitate to create a support case to get your queries addressed promptly. For those interested in seeing it in action, request a demo to explore how this solution can streamline your SuiteCRM experience.
For more information about SuiteCRM enhancements and add-ons, visit SuiteCRM Store or discover similar tools to boost your CRM efficiency.
Don’t miss the opportunity to optimize your SuiteCRM modules with this powerful sequencing tool today!
