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Adding fields to Opportunities to include in a merge

New Member
Posts: 1
Country: USA

Adding fields to Opportunities to include in a merge

Hi,

Firstly thanks for taking the time to read.....!

New to ACT

ACT premium 17?

 

I am trying to add fields to the opportunites screen and include them in a merge document, the only fields I can see to include in the merge doc are contact fields, and not the custom 1 I have created. BFO, is this a Word issue or an ACT limitation?

 

All adivice greatfully accepted

 

Regards

 

Chris