Merge Fields for Sequential Numbering in document merging

[#1]

Act document merges are often used to create Client letters, quotes, service agreements, and so on that require a Sequential numbering.

For example: in our company, Act is used to create numbered quotes & service agreements, but the numbering is tracked in excel spreadsheets.  The appropriate "field" is then edited manually at the time the document is created, and the spreadsheet is updated accordingly.  (To track that CSR-999 was issued to client X, for example).

Idea:

Allow manager to define variable names (*NOT* contact fields) that can be inserted in Merge documents (just like contact fields are)

and can be incremented by X each time the variable is used.

Benefit:

This would improve the ability to use Act to automate business functions involving merges like quotes, agreements, etc.  

LuisR

Message Edited by luisr_ca on 06-08-2009 07:13 PM