Advanced Excel Templates for ACT!, also helps you automatically name your documents, which is particularly useful
if you want to include the name of the company, of the contact or any information contained in a contact or opportunity field.
To define the naming convention, go to Options>Preferences.
By default, the naming convention consists of your template name, but you can make it whatever you want
by clicking the Edit... button and editing the syntax.
In the example above, if your template name is Quote.XCT, the company of the contact
Best Entertainment and the record manager of the opportunity Chris Huffman, your document will be automatically
numbered Quote-Best Entertainment-CH.
For more on how to use the Syntax Editor, see Using the AutoNumber syntax
(opens in a new window). It is a topic of our AutoNumbers addon but it uses a similar Syntax Editor. The topic lists all the functions and variables available.
IMPORTANT NOTES:
- The Autonumbering feature is particularly important when running in automated mode, as you won't get an opportunity
to manually name the files before they are saved.
- File names are automatically incremented (as in Document1.XLS, Document2.XLS, etc.) so that you never risk to overwrite an existing file.
- If you include more than one opportunity in your merged document and your naming convention includes opportunity fields,
the first opportunity of the merged document will be used to provide values for the naming convention.