FREE FILL STAFF 2011 ADD-ON
AUTONUMBERS by Exponenciel
RECOMMENDED BUTTON SETTINGS
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
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 # image as seen on screenshot below or from the ACT!
Tools menu.
AUTONUMBERS by Exponenciel
RECOMMENDED BUTTON SETTINGS
BUTTON FOR FILL-STAFF 2010 "ASSIGN CONTACT RECORD ID"
HOW TO USE BUTTON
DO YOUR NORMAL DATA ENTRY AND CLICK ON SAVE
THEN THE AUTONUMBER BUTTON WILL AUTO ASSIGN ID
NUMBER
IF THAT AUTONUMBERING PROCESS FAILS, USE THE
BUTTON.
below - select Contact
Autonumbers
Below - select correct button config to edit
Recommended settings below
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. See Advanced Autonumbers page.
AUTONUMBERS by Exponenciel
RECOMMENDED BUTTON SETTINGS
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
HOW TO USE BUTTON
DO YOUR NORMAL 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
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.
