FeatureFuel
3

Auto-increment/sequential number field for Opportunities

Source: twentyhq/twenty#19951 · opened by @tidewatch
We are currently moving from Nutshell CRM to Twenty, and we ran into a gap that feels small on the surface but is very important in day-to-day operations. In our current setup, every new lead/opportunity automatically receives the next sequential number. We use that number as our internal project number everywhere else across the business: quotes, folders, emails, file naming, job tracking, internal communication, and general reference. We are trying to avoid a process where employees manually assign project numbers, as it introduces mistakes, duplicates, skipped numbers, and inconsistent tracking. Not having this functionality natively in Twenty is less than ideal, and we have yet to find a stable workaround. Why this matters For many teams, an opportunity often becomes the start of an internal job, project, or client file. A reliable sequential project number gives the business a shared reference that can be used across CRM, documents, accounting, operations, and product…

No pledges yet. Be the first to back this.

Make a pledge

Pledge your monetary support if this feature is added.

$

Comments

No comments yet.

Replying to

Add a comment

What do you think about this feature request?


Similar requests