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Acct Premium 2011 - Mail Merge - Pre Populating Fields from Opportunities

ICM
New Member
Posts: 3
Country: Australia

Acct Premium 2011 - Mail Merge - Pre Populating Fields from Opportunities

[ Edited ]

I am currently in the process of doing a large mail merge to our clients on their current property values, I have so far managed to design the letter in order that it pre-populates their name, address etc. however i am having bother pre-populating the values below into my letter. 

 

Can someone please help me with the what needs to be inserted in order to merge each of the fields?

 

I am on a shared networmk using Windows 7 and Microsoft Office 2010.

 

Thanks in advance.

 

Regards

 

 

 

Grahame

 

 

Act Opportunity.jpg

Copper Contributor
Posts: 28
Country: United_Kingdom

Re: Acct Premium 2011 - Mail Merge - Pre Populating Fields from Opportunities

Hi Grahame

 

If you edit the template are the fields not avaialble to select. In Word click on the Add-ins tab at the top then ACT! on the drop down list click on 'show field list' all the fields that are in your database shouls appear in this list.

Silver Contributor
Posts: 1,813
Country: USA

Re: Acct Premium 2011 - Mail Merge - Pre Populating Fields from Opportunities

The field you're trying to report on reside in the ACT! opportunity table. Unfortunately it is not possible to mailmerge fields from this table. In order to do a mailmerge, the fields must reside in the contacts table.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Silver Contributor
Posts: 1,813
Country: USA

Re: Acct Premium 2011 - Mail Merge - Pre Populating Fields from Opportunities

My suggestion for designing your database would be to create one contact record per property. You then need to customize the contact table with the property related fields you're trying to create. Then he would be able to use the mailmerge feature. We've created a large mortgage specific ACT! database using this methodology. In this case each loan or property purchase becomes an ACT! contact record.

Here is a link to a bunch of screenshots that we did for the mortgage database. It might be useful for you in terms of ideas on how to design your database.

 

http://hightrustforact.com/screen_shots.htm

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider