02-12-2013 06:34 PM - edited 02-13-2013 05:46 AM
When name duplication occurs during file attachment, act auto generates an additional id renaming the file being attached
is there a way to have a unique prefix added to the auto generated name.
We coded all our customers i.e..
Customer A = A234 attached doc name A234demo.txt, A234sale.txt, etc
customer B = B234 attached doc name B234demo.txt, B234sale.txt, etc
so I like to have A234 included to the auto generated name by act for customer A and so on I am suspecting I will have to continue to do this manually
I hope this was clear enough
maybe someone knows of an add-on or can provide a fix
thanks in advance
02-12-2013 10:12 PM
02-13-2013 05:55 AM - edited 02-13-2013 06:37 AM
thanks 4 feedback
we started this id concept way back before sliced bread.
Using this data id made it real easy to cross-platform and change/link database for external use.
I dont believe it would interfere with act internal use of this data, since attachements are stored externally
it would allow us to use this data as we have been across inter-office platforms/application.
The id once assigned, including custom prefix, by act would never change.
It would be less tedious to have a fixed prefix included in the renaming process, in the past people just forget or do not know the id
for a paticular client at all so we ended up with duplicating filenames and had to manually make corrections.
02-13-2013 11:57 AM
02-14-2013 08:42 AM
Please elaborate on the process or be kind enough toprovide a solution link.
Having looked at field security and ballon reminder per field when change takes place, a wealth of information found in this forum.
When adding document to contact I want to be certain the user adds my custom prefix.
As a reminder I will pop up a ballon message with instruction, etc
However I do not want the record to be saved unless this process has been completed.
IE: The user must manually add a custom prefix to the document name being attached.
How can this be accomplished
02-15-2013 02:04 AM