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Is it possible using Act! Connect to generate Record Numbers when using Act! Premium Cloud

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Copper Contributor
Posts: 22
Country: United_Kingdom

Is it possible using Act! Connect to generate Record Numbers when using Act! Premium Cloud

Hello all,

I have a customer who has just moved from Act! Pro v16 to Act! Premium Cloud (20.1 -probably soon to be updated to v21). Obviously with desktop installed Act! you can purchase add-ons to generate record numbers, but with the introduction of Act! Connect, is it possible to create a Zap (possibly multiple zaps required) to generate an e.g. membership or account number on a contact or company record?

Contacts are added manually., usually from inbound calls 

Not all new records created need a membership/account number, ideally this would be generated by e.g. ticking a Yes/No field on the record which would trigger zaps to then populate the membership/account number field,

Any help on this would be appreciated. 

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Nickel Super Contributor
Posts: 480
Country: United_Kingdom

Re: Is it possible using Act! Connect to generate Record Numbers when using Act! Premium Cloud

have you thought about premium plus and using custom tables? But it does come with an extra cost compared to premium. But the custom tables would be ideal for membership details

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Copper Contributor
Posts: 22
Country: United_Kingdom

Re: Is it possible using Act! Connect to generate Record Numbers when using Act! Premium Cloud

Thanks for the suggestion, but Act! Premium Plus is overkill for the requirement. They have all the info they need on the contact and company screens, not many custom fields, it's just the membership number field that they'd like to stop having to populate manually.