Auto Naming

Overview

Focus Live Auto Naming add-on allows you to easily create rules which defines the name of any newly created record by concatenating values of the record's fields in the name attribute.


Focus Live Auto Naming add-on allows you to easily create rules which defines the name of any newly created record by concatenating values of the record's fields in the name attribute.

 

 

• Easily configure CRM default "name" fields to automatically have a meaningful name based on record information.

 

• Concatenate the name field based on up to 6 different fields

 

• Define the order of concatenation fields to have the best fit for your needs

 

• Define prefix and postfix for each field

 

• Define your settings using friendly user interface

 

• Updates can be triggered when you create or update the record or both.

 

• Can be configured to run synchronously or asynchronously to tune performance

 

Brochure
 
Solution : Auto Naming
Screenshots