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Helpdesk Agent dev Tesoro CRM

Reference Numbers: Automatic Numbering

Tesoro automatically generates reference numbers for properties and deals. You configure the prefix, suffix, and starting number.

  • First-time setup of your office
  • Migrating from another CRM with a different reference convention
  • Distinguishing between Costa Blanca and Costa del Sol listings
FieldWhatExample
PrefixFixed prefixCPE- (Calida Prestige Estates)
SuffixFixed suffix-2026
Starting NumberFirst numeric part1000
PaddingNumber of digits4 → 0001, 0042
ConfigurationFirst 3 references
Prefix CPE-, start 1000, padding 4CPE-1000, CPE-1001, CPE-1002
Prefix VIL-, suffix -MOR, start 100VIL-100-MOR, VIL-101-MOR, …

Configurable separately for:

  • Property Reference Numbers: for properties
  • Deal Reference Numbers: for deals (optional, not all offices use this)
ChangeEffect
Changing prefixOnly new records get the new prefix
Increasing Starting NumberNext records start from there (not retroactive)
Existing referencesUnchanged: once assigned, remains assigned
  • Tesoro Reference: auto-generated by the system (internal, can be locked after creation)
  • Reference: generated according to your configuration, appears externally, in MLS, on brochures