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products -
AutoNumbers For Act! Records by exponenciel
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Automatically number your ACT! records (contacts, companies, groups or opportunities) at time of creation. Automatically give your contacts, companies and groups a unique account number and your opportunities a unique quote number. $59.95
Flexible autonumber syntax
Your autonumber may contain an automatically incremented number, one or more fields (or part of fields) and system variables (date, time). Our simple-to-use syntax editor makes it easy to design your syntax. Several formatting functions are available to convert to uppercase, lowercase, convert to initials, remove spaces, etc.
Two run modes
AutoNumbers for ACT! records may be run in two modes:
- automatic mode at time of record creation
- manual mode for the current contact, current lookup or all contacts
Manually update a current lookup or all of your records
The manual mode allows you to autonumber a lookup or all of your records.
With or without confirmation screen
Whether in automatic or manual mode (for the current record), you have the option to get a confirmation screen which allows you to check and eventually edit your autonumber before it is assigned to the target field.
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