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Team & Operations Solution
Standardize Records.
Improve Traceability.
Ensure Consistency.
Custom Record Numbers apply your own numbering formats across all R2 records, replacing generic system IDs. They bring clarity, traceability, and standardization across sales, finance, legal, and post-sales workflows.
Your Format. Your Control. Zero Confusion.
Custom Record Numbers give every R2 record a clear, business-aligned identifier for accurate referencing across teams.
About This Feature
Custom Record Numbers adds a no-code auto-numbering engine to the real estate CRM, automatically assigning each record a unique, structured identifier with configurable formats to ensure consistent identification across teams and systems.
What Makes Custom Record Numbers
Essential for Real Estate
Business-Defined Number Formats
Create numbering structures that reflect project codes, cities, years, or departments instead of system-generated IDs.
Prefix, Suffix & Padding Control
Configure readable formats such as PROP-BLR- 2025-0001 or INV-DUB-000245 with consistent digit lengths.
Dynamic Number Components
Auto-include elements like creation year, project name, or location within the record number.
Module-Level Independence
Apply different numbering logic across Leads, Properties, Bookings, Invoices, Collections, and custom modules.
Business-Defined Number Formats
Create numbering structures that reflect project codes, cities, years, or departments instead of system-generated IDs.
Business-Defined Number Formats
Create numbering structures that reflect project codes, cities, years, or departments instead of system-generated IDs.
Prefix, Suffix & Padding Control
Configure readable formats such as PROP-BLR- 2025-0001 or INV-DUB-000245 with consistent digit lengths.
Dynamic Number Components
Auto-include elements like creation year, project name, or location within the record number.
Module-Level Independence
Apply different numbering logic across Leads, Properties, Bookings, Invoices, Collections, and custom modules.
Real-Life Scenario for a
Real Estate Operation Team
Without structured numbering, teams rely on internal references and system IDs, causing confusion between bookings and legal documents.
With Custom Record Numbers:
Each booking includes project code, city, year, and sequence
The same identifier flows across agreements, invoices, receipts, and reports
Sales, accounts, and legal teams reference one common number
Result:
Clear record tracking, faster coordination, and error-free documentation.
Proven Business Impact
Clear Record Identification Across Departments
Reduced Operational and Reconciliation Errors
Faster Audits, Reporting, and Document Referencing
Improved Compliance and Data Consistency
Scalable Numbering Across Projects and Locations
Clear record identification across departments
Reduced operational and reconciliation errors
Faster audits, reporting, and document referencing
Improved compliance and data consistency
Scalable numbering across projects and locations
Bring Structured Identification to Your
Real Estate CRM
Turn generic system IDs into meaningful business references. Maintain clarity, control, and consistency at scale with Custom Record Numbers.