Are Fields Available from "Relationships Tab" to be used in document template?

[ddamron]

I am trying to create a document template using fields from the "relationships tab" if possible.   I do home loans and I want to create a document template contact sheet that lists:

1)  the primary contact,

2)  buyer's agent (from relationships)

3)   listing agent (from relationships)

4)  escrow officer (from relationships)

Up until now, I have always manually input the additional related contacts into my layout in fields I created.  It would be nice to be able to simply input the related contacts by using the "relationships tab," but when I try to create a document template, there are no fields to pull from my related contacts.   I don't know if this is possible to do.

Thanks.

[jonmklub]

No, you can't use fields from the relationship tab (or companies, or sales orpportunites) in merge templates.

There is a product called High Trust for ACT  which is ACT customized for Mortgage (our product).  HighTrustforACT.com

THis has options to merge to about 10 different entities.

[gcavin]

Check out Copy Data Between Records at http://www.exponenciel.com/actaddons/actaddon.aspx?ID=130

It was designed with this in mind.