I'm wanting to create a field within the opportunity form that will continue a sequential number. What we're dealing with is that our program does not fit into the quoting system within CRM, so we're creating an opportunity with each quote. We'd like to
have our Quote numbers generated automatically by CRM. They are simply a 4 digit number that we would need sequential, not ever using the same number twice, even if a quote closes, we would just want it to continue 3204...3205...3206 etc.
And you don't actually need to use a new field. I have successfully used a plugin or real time workflow to insert our own numbers into the standard Opportunity / Case / Quote / Orders / Invoices, etc, fields. Using the OOTB fields is better since
then there are less changes to forms, views & other functionality that likes to use the fields.
Proposed as answer byCaratacusTuesday, November 18, 2014 9:51 AM