by CM & Sugar

Need to set up a numbering system to track your records? Define and add a unique ID identifier field to any SugarCRM record. Many options to define any alphanumeric format you need. Start tracking your Quote, Cases, Accounts and any other module today..

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#2006 - Sugar Sequencing Add-on

Open General Question created by Martin Heel 6 years ago

Hello. We need a opportunity-number like 160310ab01 in which the first 6 numbers came from the actual date, the 2 letters are the username and the last number "01" is a sequential number which will be greater (+1) if a new opportunity will be create from a user. Is it possible to create this with your "CM & Sugar Sequencing Add-on"?

  1. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    6 years ago

    Hello, I am sorry to say so, but it is not possible. The sequence needs predefined values for creating an unique number. Using generic values such as current user_name wont work. However, if this would be a mandatory usecase for your current CRM, I could implement that logic for you through a simple customization.

    Regards,

  2. tobiasgraesser member avatar

    Martin Heel

    6 years ago

    Hello, thanks for your answer. Yes this feature is mandatory for our oppurtunities. What will it cost if you will customize the Add-on?

  3. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    6 years ago

    I would charge you few hours working time and hand out a package for installation. In total its 250 EUR. If you want me to do so, please drop me an e-mail to roger.steinig@cm-sugar.org. Thanks,

  4. tobiasgraesser member avatar

    Martin Heel

    6 years ago

    Hello Roger,

    the management instruct me to ask you if we can get the add-on incl customization for 500 EUR because otherwise the inhouse progamming would be more favorable.

    Thank you very much

  5. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    6 years ago

    Sure, I will attach you the sequencing add-on including the customizations (dynamic creation by user_name) for Opportunities module. I assume a standard latest Sugar 6.5 version. If you agree, please drop an official e-mail.

  6. tobiasgraesser member avatar

    Martin Heel

    6 years ago

    Okay thank you, still 2 questions before oder: We use SuiteCRM Version 7.4.3, is it compatible? It is possible that the last numbers in out opportunity no. every day will reset to '01' for the first opportunity on actual day?

  7. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    6 years ago

    Suite shouldn't be any problem. Just the dropdowns have a different look & feel compared to Sugar itself.

    Regarding the reset of daily numberings, I must tell you, it won't work that easy. If there is no chance of finding the maximum value within the table (which isn't because of the dynamic user_name), I would be forced to do it by PHP coding, which takes longer and is kind of inefficient, if you have a certain amount of records to inspect.

  8. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    6 years ago

    Do you still need that customization?

  9. tobiasgraesser member avatar

    Martin Heel

    6 years ago

    Hello. Sorry for delay. The management has not yet decided. They think about a solution between SuiteCRM workflow-engine and/or your add-in. I will come back to you if I have more information. Thank you very much

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