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Account Number Wizard
 Automatically
create ID numbers for contacts based on dropdown lists and values that
appear in fields
The Account Number Wizard will generate unique numbers for your contacts
based on data in their fields and the drop-down descriptions. It includes
a run once utility that will allow you to setup the database and assign
numbers to existing contacts. Also included is a utility that allows users
to add new id's for new contacts that they create.
It is most convenient if you add this item to your ACT! toolbar. Once
attached to the toolbar, you can click on it to give the current record
an account number (using the settings that were created when you ran the
Configuration wizard.
This configuration is database specific, and applies only to the database
that is selected at the beginning of the configuration wizard. You can
set up other databases with different settings if you desire.
If you have not run the Account Number Wizard before, you will be prompted
to select a field where you would like the account number to appear. In
order to work with this wizard, the field you select must have the following
characteristics: it must already exist, be able to contain characters,
and be at least nine characters long. If you ran the wizard for this database
before, the wizard will automatically fill in this information with your
previous selections.
If a contact has data in the selected prefix field that matches a value
in the drop-down list, the description from that drop-down list item is
placed at the beginning of the account number. For example, if a contact
has the word "Competitor" in the ID/Status field and "Comp"
in the Description field, the Account Number program would enter "Comp"
into its account number field. This is done for both prefixes.
After selecting your prefix(s) and the starting number, click Next. To
populate the database with ID numbers as you have configured them, check
the box labeled"Populate" and click Next. If you would like
the wizard to overwrite the existing values in the Account Number field,
you can check the box labeled"Overwrite Existing Data".
Warning: Checking "Overwrite Existing Data" will erase all
of the data in the field that you selected as the account numbers field.
After the database has been set up with the Account Number Wizard, you
can add new numbers with the run-time module, which is included. If you
followed the default installation this file is located in: C:\Program
Files\ACT! Database Services\Account Numbers\accountnum.exe.
Note: There is no free technical support available by phone for this
product. ACT! Technical Support does not support usage of this add-on.
If you have problems or need assistance with this tool, fee-based consulting
is available from ACT! Database Services.
Other Products by Sage Software
Account Number Wizard —Automatically
create ID numbers for contacts based on dropdown lists and values that appear
in fields.
ACT!Alert —Quickly attach
editable POPUP messages to contacts in your ACT! Database
ACT! Database Deduplication Wizard
—This wizard will merge duplicate contacts in your database.
Attachment Migration Wizard
—Change the path of attachments stored within ACT!.
Touched Wizard —Create a group
of contacts that have had any of their data modified in a timeframe you select.
Untouched Wizard —Create a
group of contacts that have not had any types of records modified based on
a timeframe you select.
Technical Support Information
Sage Software
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