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JBernath
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Member since ‎Jun 30, 2022
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Jeff Bernath

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mfinocchiaro on February 06, 2017
Deal Number Generator
We need a systematic way to create a "Deal Number" containing letters as well as sequential numbers. These are based on which business unit creates the deal, the year the deal is created, and then a sequential number to create a unique identifier fo read more
Reply Idea Deals
93 upvotes
21 Replies
JBernath
Member
September 02, 2022
I am also looking for this option. Did you ever receive a solution?
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JBernath on September 02, 2022
Deals - Automatic Sequential Numbering
I need a method for creating an alphanumeric sequential numbering system in Deals. I would like the Deal # to increment each time a Deal is created. The Record ID is not useful.
Reply Discussion
6 upvotes
11 Replies
JBernath on June 30, 2022
An error occurred while associating that contact
Error Code: ASSOCIATE_CONTACT_FAILED I've received thias error several times and not sure why. Can anyone please help?
Reply Discussion
0 upvote
3 Replies
JBernath
Member
July 01, 2022
Hi Dan, It was a manual attemp to associate. Jeff
JBernath on June 30, 2022
An error occurred while associating that contact
Error Code: ASSOCIATE_CONTACT_FAILED I've received thias error several times and not sure why. Can anyone please help?
Reply Discussion
0 upvote
3 Replies
JBernath
Member
July 01, 2022
Hi Dan, It was a manual attemp to associate. Jeff
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