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Auto Number Field

New Member
Posts: 1
Country: Australia

Auto Number Field

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
Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Auto Number Field

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

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
JM
Nickel Contributor
Posts: 584
Country: USA

Re: Auto Number Field

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