Dedicated field to generate a unique Contact ID
M
Miguel Borda
We kindly request the implementation of a dedicated field to generate a unique Contact ID within the CRM. This field should automatically assign an incremental number or code as soon as a new contact is created, ensuring seamless identification and organization.
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S
Sales & Marketing
Merged in a post:
Automatically Generating Unique Customer Codes in Workflows
B
Beheer GHL
Dear GoHighLevel Support,
I would like to automatically generate a unique customer code for every new contact in my CRM. To achieve this, I created a Custom Field named "Customer Code" and set up a workflow that should populate this field with a unique value, such as:
CUST-{{contact.id}}
AVD-{{random.1000-9999}}
KL-{{timestamp}}
However, when the workflow runs, the field remains empty or only displays "-". It seems that dynamic fields are not being populated in custom fields.
My questions:
Does GoHighLevel support the use of dynamic fields (such as {{contact.id}} or {{random.1000-9999}}) in custom fields within workflows?
If not, what is the best way to automatically generate a unique customer code when a new contact is created?
Can this customer code also be applied retroactively to all existing contacts in my CRM? If so, what is the best way to implement this?
Thank you in advance for your help!
K
Keith Besherse
Did you submit this as a trouble ticket?