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Enterprise & Sell Answers & Best Practices Is there a way to auto populate a new opportunity number for every new opportunity entered

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Is there a way to auto populate a new opportunity number for every new opportunity entered

Patrick Muldoon over 4 years ago

We are trying to convert from using an excel spreadsheet for Bid numbers that are self generated by our estimating department. To get rid of using excel and have Sugar auto populate new Opportunity numbers.

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0 Rolustech Support over 4 years ago

Hello Patrick,

There are two ways you can achieve this. Please have a look at this link

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Creating_an_Auto-Incrementing_Field/

I hope this helps.

Kind Regards!
Rolustech Support
Email: support@rolustech.com
Website: www.rolustech.com
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0 Rolustech Support over 4 years ago

Hello Patrick,

There are two ways you can achieve this. Please have a look at this link

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Creating_an_Auto-Incrementing_Field/

I hope this helps.

Kind Regards!
Rolustech Support
Email: support@rolustech.com
Website: www.rolustech.com
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0 Patrick Muldoon over 4 years ago in reply to Rolustech Support

Thank you for getting back to me.
Nobody here on our staff is a Sugar Developer, and we cannot figure out where to add the code into the Sugar application. Is there a tutorial you can share or instructions to implement this change to our account?
Thank you,
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