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Auto Number Field

Brett_Merriman
New Member
Brett_Merriman
Posts: 1
Country: Australia

Auto Number Field

‎05-21-2013 09:31 PM

We have a requirement from a client to generate a unique reference number for all new Opportunities.

Has anyone come up with a simple way to impliment this task?

ACT 2013 Premium - multi user.

 

Regards Brett Merriman ACC
Action CRM
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Platinum Elite Contributor
Roy_Laudenslager
Posts: 6,860
Country: USA

Re: Auto Number Field

‎05-21-2013 11:17 PM

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=110

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
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JM
Nickel Contributor
JM
Posts: 597
Country: USA

Re: Auto Number Field

‎05-28-2013 11:45 AM

Try the trial.

I use for Contacts Table and Opportunity Table AutoNumbers and it creates the format I wanted after emailing support for help how to.  JRight([Year];2)[Month][Day][NextNumber]

Tip: Say you want Next Number to be re-set beginning of new month see screen shot how.

 

JM

 

Autonumber_setup.jpg

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