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.
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.