Creating unique id's for entries?
Is it possible to create a unique id (Auto generated/ Incremented) for entries?
For example a customers will have a unique ID for identification (Ex: 1000151, 1000228). Meaning I will be able to quickly find customer just by typing his unique id.
Couldn't find a way to do so 😞 would appreciate any help or suggestions 🙂
13 Replies
You can create field with type Unique ID
To do this, you have to go to Settings > Data model > object to which you want to add a field > click New field button > select Unique ID type > fill name and create
I tried that.
But it doesn't look like it does something.
That's not true
It does something aka it exists 😄
Let me check this because maybe it's not available on UI side but only on API
I think so..
I also guess the results from this would be a very long string? (00000-0000-0000)
So from what I've checked:
- Unique ID field (I'll refer to this as UUID) is not available in UI but only with API
- records with UUID by default have null so if you want to have a record with UUID, you'll have to update it using API
But since you want a UUID for records, default ID will do the work as it's UUID (which is obtainable only by API)
Umm thats bad 😓
Do you think maybe in a future releases?
Working with the default ID would work, but its a bit of a shame to give customers a customer number of 45... 😅
Maybe there is an hidden option to make a Unique text?
Meaning I will manually write the value but no other rows will be able to have this value?
Do customers have to know which number they are?
Also, are you creating all records by hand without any automation?
I'm experimenting CRM softwares and Twenty caught my eye for its simplicity (UI). Main goal is to open a small crm software to track and manage customers from their contact details to their inquiries etc..
I never built a crm software (New business) but do have experience working on one from the past company I worked at (Each customer had uinique id which looked like 10003115) and I'm triyng to make things similar and keep the simplicity of both the UI and data structure.
I think for technical reasons and to make things easier between the relationship with the customer, to have a custom number which will make things easier when giving it for example over a phone call..
So no, no automations. Although its important to have the option to make automations for the future.
I see, I was asking whether you use automations or not as it's possible to do it using n8n/Make/Windmill
Sadly, such feature where field is automatically incremented doesn't exist in Twenty but if you use code, you can do it easily
And when using workflow automation tool like mentioned, you can easily automate contacting to your customers
If you want, you can always request such feature on Github but I can't say when it'll be done
Yeah, it’s worth the shot.
I guess things have changed as from my research for a tool, most if all the open source crm’s does not have such feature.
Do you have a scenario for such automation?
Meaning do users typically open the customers using third party tool or app?
Yes, more advanced users use third party tools for customers, whether it's a contacting them with Twilio, transcribing calls, inserting notes about specific customer, etc.
That’s interesting. I will check that out. Thanks for the help!
No problem