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AutoNumbers for ACT! Records

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How to add an AutoNumber button to your layout

You may create as many AutoNumbers schemes as you want for each type of records (contact, company, groups and opportunities). Some of your AutoNumbers might run automatically when creating a record but some you might want to run manually as needed. It might be to periodically generate a unique quote or way bill number.

For these AutoNumbers that you run manually, you might want to add a button to your layout so that you don't have to open the AutoNumbers add-on interface every time. Here is a video showing you how to add a button to a layout and assign it an AutoNumber scheme.

PREVIOUS TOPIC
AutoNumbers Automatic Mode: how does it work?

NEXT TOPIC
Sharing an Autonumber

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