UID Settings

What are UID Settings?

A unique identifier (UID) is an a string that uniquely navigates to a specific area/record within the Platform. 

For example, you may want your staff to work on a specific project for a Client so you can use the UID to direct them to the Project that is the target of the required work.

UID's are available for CRM Targets, Staff, Projects and Work Requests.

To get started, navigate to Flyout Menu > Content Settings.

Click the UID SETTINGS Tab, and click the button to ACTIVATE CUSTOM UIDs.

Once started, it can take up to 24 hours for the activation process to be completed.  

You can navigate away from the screen and return back to check to see if it has been completed.  When it is, you will then have the option to click the relevant UID settings to add your custom prefix and the starting number for the UID's in each area.

Where do I find the UID?

CRM Target UID's

There are two areas where you can get the UID for a CRM Target.  Go to CRM>Companies or CRM>Contacts list to locate your Target, then click the three dot options menu.

Click the Finger Print icon to copy the UID.

Alternatively, if you are already in the Targets Dashboard click the Manage Profile icon.

Now click 'Copy Custom UID' from the list of available actions.

Staff UID's

To copy a Staff Member's UID go to Flyout Menu>Manage Staff.

Now click the three dot options menu and click Copy Custom UID.

Project UID's

To copy a Project UID go to Projects and select Projects from the dropdown options.

Now click the three dot options menu and select Copy Custom UID.

Work Request UID's

To copy a Work Request UID go to Projects and select Work Requests from the dropdown options.

Now click the three dot options menu and select Copy Custom UID.