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ACT Assigning Client Number

Tuned Listener
Posts: 42
Country: USA

ACT Assigning Client Number

We are adding client numbers to our databse.  Is there a way to have act assign every contact a client number automatically or is it somethign I manually have to do?

 

Thanks.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: ACT Assigning Client Number

You would need an addon utility. Check here.http://www.exponenciel.com/index.aspx

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 42
Country: USA

Re: ACT Assigning Client Number

I don't see one there that fits my needs.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: ACT Assigning Client Number

Did you look at the Automatically number your ACTrecords addon?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 42
Country: USA

Re: ACT Assigning Client Number

It is disappointing that the creators of act did not think of this.  

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: ACT Assigning Client Number

For what it's worth, it's not a frequent request. In 18 years supporting the ACT! program in tech support and as an ACC, the request has ony come up a couple dozen times.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129