AUTONUMBERS (SAGE ACT!2013 ADD-ON)  BY EXPONENCIEL.COM
                                HELP PAGE AT EXPONENCIEL.COM
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AUTONUMBERS by Exponenciel NO LONGER FREE WITH

FILL STAFF 2011 / ATS ADD-ON BUT IS STILL INCLUDED IN OUR LAYOUTS

 if you decide to purchase Autonumbers add-on.

    
 

RECOMMENDED BUTTON SETTINGS

CONFIGURATION SETTINGS FOR FILL-STAFF 2010-2011-ATS

     


  

AutoNumbers should already be configured, but in the event the

Buttons loose their configuration, follow steps below.


   

If you have any Button problems after configuring AutoNumbers Button,

contact us at support@fillstaff.com Your Layout may require the Button Schema
to be re-applied. 
  
We can assist with Free Support and/or Training.
If you feel confident enough with your ACT! skills to modify a layout,
then click here to see how to re-apply the Button/Scheme to the Layout.


   

The AutoNumbers settings can be accessed from the # images as seen on screenshot

below or from the ACT! Tools menu. 

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AUTONUMBERS by Exponenciel

     

RECOMMENDED BUTTON SETTINGS  

    For Contact Record ID field in Fill Staff ATS.

          

BUTTON FOR FILL-STAFF 2010 "ASSIGN CONTACT RECORD ID" 

      

HOW TO USE BUTTON

WHEN DOING MANUAL  DATA ENTRY AND CLICK ON SAVE

THEN THE AUTONUMBER BUTTON WILL AUTO ASSIGN

 CONTACT RECORD ID NUMBER

   

IF THAT AUTONUMBERING PROCESS FAILS, PRESS THE BUTTON.
      
Reference  images below

below - select Contact Autonumbers 

  

Below - select correct button config to Edit  or Add Button items if none exist.

Magnify your browser to 150%+ to view larger slide show below.

NOTICE IN IMAGE ABOVE; OPTION TO SELECT "CURRENT LOOKUP
Use this option IF you already have data in your ACT!/Fill Staff ATS database but you need to assign All records in your lookup a Contact Record ID.
 
 

Recommended settings below   

    Opportunities "ASSIGN JOB NBR" BUTTON"
   

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If you still have problems with AutoNumbers after confirming settings
      or    you are not able to configure settings; 
    
Then the button Schema may need to be re-applied to the Layout
    

Here is How To do that by editing your Fill Staff Layout. We are happy to assist.

    

  
   Still need help? contact us at support@fillstaff.com
 
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AUTONUMBERS by Exponenciel

RECOMMENDED BUTTON SETTINGS for Opportunities Job Number field

       

OPPORTUNITIES MODULE OF ACT! / FILL STAFF BELOW

BUTTON FOR FILL-STAFF 2010 OPPORTUNITY JOB NUMBERING

"ASSIGN JOB NBR" BUTTON"

        

New Opportunities are created from the Employers Contact Record

Opportunity Tab / Create New Opportunity Watch AutoNumbers Video

       

HOW TO USE BUTTON

IF USING MANUAL DATA ENTRY AND CLICK ON SAVE

THEN THE AUTONUMBER BUTTON WILL AUTO ASSIGN OPPORTUNITY JOB# NUMBER

IF THAT AUTONUMBERING PROCESS FAILS, USE THE BUTTON.

      

TO CHECK OR MODIFY SETTINGS

< Select: Settings

      

< Select: Edit < Set your desired Next Number to be used.

Suggest using leading zeros(approx 4 or 5 leading zeros) for this character field.

ex: 0000001

ex: 0000039 

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AUTONUMBERS BUTTON FOR "QUICK JOB POST" TAB The quick job post TAB

can be used if you do NOT intend to use the Opportunities Module of ACT! / Fill Staff.
    
Conatct us for demo to see how it can work for you.

DO NOT USE THIS TAB IF USING THE OPPORTUNITIES PART OF ACT! / FILL STAFF

DO NOT USE THIS BUTTON IF USING THE OPPORTUNITIES PART OF ACT! / FILL STAFF

DO NOT USE THIS METHOD IF USING THE OPPORTUNITIES PART OF ACT! / FILL STAFF

ALTERNATE METHOD OF MANAGING JOB OPENINGS FROM THE CONTACT SIDE OF ACT!    FROM THE CONTACT / QUICK JOB POST TAB

       

FOR THOSE WHO DO NOT USE THE OPPORTUNITIES PART OF ACT! / FILLSTAFF

THERE IS A ALTERNATE METHOD OF CREATING AND MANAGING JOB OPENINGS

FROM THE CONTACT SIDE OF ACT! FROM THE QUICK JOB POST TAB
       

This method may be suited more for smaller business with lesser need for

robust tracking and reporting. Contact us for Training in this process.

TO PRINT A QUICK JOB POST

USE WRITE TEMPLATE

ACT! / Write / Other Documents / Fill Staff Templates /

FS2010 QuickJobPost FORM -Speed Recruit.tpl

   

When printing this Write Template Form, you can select option: Record History

and save the form as attachment in History of ACT! This will allow you to Save and

Search your Quick Job Postings before overwriting the next Item in that form TAB.

      

Contact us for training in this method support@fillstaff.com   

 

FILL STAFF 2011 / ATS is

ACT! for Recruiters!
Total Business Solution Add-on - Total Talent Management.
Fill Staff ATS (by Fill Staff) is a ACT!(by Sage) add-on Product.

 

Fill Staff ATS is a Highly Customized ACT! database for Independant, Staffing firms, Corporate HR and all other Executive Recruiting Professionals.
 

Great for Consulting Firms, Temp Staffing, Direct Hire, Contract.
  

Developed By Recruiters, For Recruiters.

Sage ACT! is the #1 selling Contact Management Software. www.act.com

 

Your Mission Critical Business Data, In Your Software, On Your PC, That You Own!