Quote No field

[SK090166]

How can i create a Quote No Field that match with my Quotation in ACT

[GLComputing]

How are you numbering the quotes?

[SK090166]

well the qute No. is differnt and flexibel Must i create a quote No field ? and where must i create that

[GLComputing]

In the Premium versions of ACT!, you could use an Opportunity User field as per this article in the ACT! Knowledge Base - http://tinyurl.com/yr5yev

[SK090166]

But than how i can get this quote No in my Act Template automatic

[GLComputing]

I just realised you can add Opportunity fields to the quote... maybe this add-on might help?

http://www.act.com/products/solutions/company/index.cfm?TYPE=comp&SID=65

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.

[SK090166]

But in the quote.xlt there is a quote field. Is this just text

[GLComputing]

Where do you see this in the XLT?

I can only see it in the ADT, and it seems to be just text

[SK090166]

ups you are wrigth.....so is not a field and it is not working automtic.....

[GLComputing]

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.