Reference Numbers: Automatic Numbering
Tesoro automatically generates reference numbers for properties and deals. You configure the prefix, suffix, and starting number.
When to use this?
Section titled “When to use this?”- First-time setup of your office
- Migrating from another CRM with a different reference convention
- Distinguishing between Costa Blanca and Costa del Sol listings
Configuration
Section titled “Configuration”| Field | What | Example |
|---|---|---|
| Prefix | Fixed prefix | CPE- (Calida Prestige Estates) |
| Suffix | Fixed suffix | -2026 |
| Starting Number | First numeric part | 1000 |
| Padding | Number of digits | 4 → 0001, 0042 |
Result
Section titled “Result”| Configuration | First 3 references |
|---|---|
Prefix CPE-, start 1000, padding 4 |
CPE-1000, CPE-1001, CPE-1002 |
Prefix VIL-, suffix -MOR, start 100 |
VIL-100-MOR, VIL-101-MOR, … |
Per resource
Section titled “Per resource”Configurable separately for:
- Property Reference Numbers: for properties
- Deal Reference Numbers: for deals (optional, not all offices use this)
Retroactive changes
Section titled “Retroactive changes”| Change | Effect |
|---|---|
| Changing prefix | Only new records get the new prefix |
| Increasing Starting Number | Next records start from there (not retroactive) |
| Existing references | Unchanged: once assigned, remains assigned |
Tesoro Reference vs (custom) Reference
Section titled “Tesoro Reference vs (custom) Reference”- 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
Next step
Section titled “Next step”Custom FieldsCustom fields for company-specific data.