I am trying to create an Auto Number that will represent an Invoice serial number with the following format:
{ACCO}-{0000}-{YYYY}
Being {ACCO} the first 4 digits of the Account, {0000} the autonumber itself and {YYYY} the current year.
I do not know how to represent the {ACCO} part of this autonumber, i.e. the 4 first digits of the Account in a dynamic way.
This serial autonumber is within a new Custom Object named "Invoices" which has a Lookup field to Opportunities which, as you know, is the child of Account.
I have create a Link in the "Account" Object so as to be able to log directly into another Salesforce.com instance from my instance without having to logoff my instance. (I am a BA Consultant implementing SFDC in a number of clients).
But for some reason it does not work. (The values in the fields "Account.SFDC_SA_User__c" and "Account.SFDC_SA_Password__c", i.e. User and Password, are CORRECT).
I think there might be something missing (perhaps javascript code?) that actually "clicks" on the Login button after bypassing the User and Password?
I am trying to create an Auto Number that will represent an Invoice serial number with the following format:
{ACCO}-{0000}-{YYYY}
Being {ACCO} the first 4 digits of the Account, {0000} the autonumber itself and {YYYY} the current year.
I do not know how to represent the {ACCO} part of this autonumber, i.e. the 4 first digits of the Account in a dynamic way.
This serial autonumber is within a new Custom Object named "Invoices" which has a Lookup field to Opportunities which, as you know, is the child of Account.
It's very odd - the SFDC Office Edition Word Add-in toolbar does not appear in my toolbar list after the initial load of Office Edition. I have created several mail merge documents and whenever I need to edit them, I have to re-install Office Edition instead of simply selecting SFDC off my Word toolbar.
Premier support has told me to check for Disabled Items in Word - but this list is empty. Does anyone have a suggestion other than re-installing Office Edition each time I need to use it?
