Reference Numbers: Automatic Numbering
Tesoro automatically generates reference numbers for properties and deals. You determine the prefix, suffix, and starting number.
When do you use this?
Section titled “When do you 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 the prefix | Only new records get the new prefix |
| Increasing the Starting Number | Next records start from there (not retroactive) |
| Existing references | Unchanged: once assigned, it stays 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.