07-18-2014 09:04 AM
Is there a way to autonumber opportunties?
We recently swtiched from an access databas to ACT!
My main goal is to have the next numerical number populate in ACT! when a new opportunity is created.
So if the last opportunity created was 7598, 7599 would populate in the field when I opened a new opp.
Any help would be great.
07-18-2014 11:17 AM
I believe there may be a couple of add ons that will do this. Also, we use Quotewerks and that program will number the opportunity, plus help create the whole quote. then save the opp back to ACT!
07-18-2014 11:31 AM
General rule of thumb. If you find yourself trying to trick ACT out to try and do quoting, consider Quotewerks or another add on. A bit of a learning curve. but Vastly superior.
Many of the ACT Consultants also consult on Quotewerks.
07-18-2014 11:35 AM
07-18-2014 11:40 AM
My sugestion is not to make a contact an opportunity until you have enough info for a quote. Once you can scope it, you can quote it. then we make the quote with the number. Before that it's just a contact.
Make a status at the contact level for that group of people. You would give up the auto number at thsi stage, but I'm not sure i would have you do it that way.
the other way it to just make the quote but keep the details of the quote in flux unit you have all the items.
Our best practice is that all deals, once we have scope become quotes from quotewerks. We don't make opps in act directly, but create in quotewerks and puch back to ACT
ACT Contacts flow to Quotewerks
Quotewerks Quotes flow back to ACT As opportunities
Quotewerks Orders and Invoice flow back to aCT as closed opportunities adn to the accounting system as invoices.
07-18-2014 11:42 AM
also look at this add in.
07-18-2014 11:50 AM - edited 07-18-2014 11:51 AM
Check out Impact Suite for Act!. Our advanced features, including auto-numbering, are embedded inside Act!.
Here are some reasons to use Impact Suite:
Read more here: http://www.durkincomputing.com/
30 day free trial: http://www.durkincomputing.com/Download.aspx
-- Jim Durkin
07-18-2014 02:26 PM