Automatic numbering in Tribe CRM helps you assign structured numbers to relations and activities without manual work. It is useful when you want consistent identifiers such as invoice numbers, relationship numbers, or debtor numbers. You might use this feature to align Tribe with your internal administration or accounting process. By following this guide, you will learn where automatic numbering can be used and how to configure it correctly.
Table of Contents
What Does Automatic Numbering Do?
Which Data Can You Use Automatic Numbering For?
How Do You Set Up Automatic Numbering?
How Do Number Elements And Sequences Work?
What Does Automatic Numbering Do?
Automatic numbering assigns a unique number to a relation or activity based on rules you define. The number is generated automatically when a record is created, reducing manual input and preventing duplicate numbers. Each organisation controls its own numbering structure, allowing it to match existing workflows.
Which Data Can You Use Automatic Numbering For?
You can use automatic numbering for both activities and relations.
All activities in Tribe CRM include a number field by default. For most activities, this number is already generated automatically, often using the year combined with a sequence number or the year and month combined with a sequence number.
For relations, automatic numbering can be enabled for the Number and Debtor Number fields. These are not active by default and must be configured once by an administrator.
How Do You Set Up Automatic Numbering?
You must have administrator rights to configure automatic numbering.
Click Configuration.
Select Activities.
Open the relevant activity, such as Invoice.
Select the Fields tab.
Locate the Number field and select the Auto Number button.
Add number elements by selecting Add Element.
Save the number definition.
Once saved, Tribe applies the numbering automatically when new records are created.
How Do Number Elements And Sequences Work?
You build a number by combining different elements. Available elements include:
Sequence Number
Text, such as letters or special characters
Day [DD]
Month [MM]
Year [YY] or Year [YYYY]
Field, which inserts a value from another field, such as employee initials
You also define the length and starting value of the sequence number.
For example, using Year [YYYY] with a five-digit sequence creates a number like 2025-00001. If numbering already exists outside Tribe, you can set the starting number to continue from the last used value, such as 2025-00045.
You can also define a Consecutive Starting Number. This determines the reset value when a new period starts. For example, setting this to 1 ensures the sequence restarts at the beginning of a new year.
Note: Changes to numbering affect only new records created after the update.
Quick Summary
Automatic numbering in Tribe CRM assigns structured numbers to activities and relations based on rules you define. Administrators can configure numbering using elements such as dates, text, fields, and sequences. This ensures consistent identification of records while reducing manual effort and errors.