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AutoNumbers For Act! Records

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.

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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Across this Web site, ACT! and ACT! Premium might be referred to as ACT! or Sage ACT!. Sage ACT! was the product name from 2010 to 2013.

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