How to automate numbering series and store it to a custom field once a new Deal is updated

3 Comments

  • Grzegorz Pogwizd

    Hi Donald,

    Another great point and a great idea from you, huge thanks for that!

    Similarly to your other question in this Community thread here - https://support.zendesk.com/hc/en-us/articles/360059994733?page=1#comment_360006721533 - I'm afraid that there is no native way to achieve what you're looking for, but I agree that "Calculated" or numbering series fields would be a great addition to Sell.

    I'm sure that other customers will appreciate this as well and support the idea. 

    Thanks and best regards!

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

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    1
  • Don C

    Hi Marie,

    Generally users wanted to have custom format of numbering on deals that could start from any number they want. Inserting prefix at the beginning of the series is another thing.

    The same applies to Leads as well.

    1
  • Marie Laurenza
    Zendesk Engineering

    Hi Donald,

    Can you provide more information on "why" you want an incremented numbering field whenever a Deal stage is updated? I want to make sure our product team understands the use case.

    Best,

    -Marie

    0

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