Module Numbering

Module Numbering in Zaris CRM

Zaris CRM offers a Module Numbering feature that automatically assigns a unique number to every record you create. Each module in the CRM can have its own numbering format, and you can fully customize the prefix and numbering sequence to match your business needs.

When you define a new numbering sequence, it applies only to future records, ensuring that your existing data remains intact.

Editing the Numbering

Customizing record numbering in Zaris CRM is simple. Follow these steps:

Log in to Zaris CRM.
Navigate to the Main Menu.
Click Settings.
Go to the Module Management tab.
Select Module Numbering.
Choose the module from the drop-down menu. You will see the current Prefix and Start Sequence.
Enter a new Prefix in the Use Prefix field.
Enter a new Start Sequence number. This will be the starting number for all new records.
Click Save to apply the changes, or Cancel to discard.

Once saved, the new sequence is applied to all newly created records. You can see the sequence in the Detail View > [Module] Number field. This field is read-only and cannot be manually edited.

Note:

Once a sequence number is saved, it cannot be reduced, regardless of record creation.
Newly created records will follow the updated sequence.
To start a completely new numbering sequence, use a different prefix. For example, instead of INV for invoices, you can use INV-OCT-2025.

Key Features

Customizable Numbering Format: Create unique numbering sequences for each module.
Prefix and Sequence Control: Add custom prefixes and specify the starting sequence number.
Automatic Number Assignment: Every new record receives a unique number automatically.
Safe Configuration: Existing records remain unaffected when a new sequence is applied.
Admin-Level Access: Only users with administrative privileges can modify module numbering.

Benefits

Using Module Numbering in Zaris CRM provides several advantages:

Organizational Clarity: Record numbers help categorize and structure information across modules, making navigation easier.
Faster Navigation: Consistent numbering allows you to quickly locate and access specific records.
Data Consistency: Maintain uniform numbering formats across modules for a professional CRM interface.
Enhanced Customization: Align numbering with your company’s internal processes or documentation standards.

Key Terminology

Key Term	Definition
Module Numbering	A feature that allows administrators to assign numerical identifiers to CRM modules.
Prefix	A text-based identifier added before a module’s numerical identifier.
Start Sequence	The number from which the sequence of numerical identifiers begins.