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

Copper Contributor
Posts: 12
Country: United States

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

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.

Silver Contributor
Posts: 1,813
Country: USA

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

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.

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

Nickel Contributor
Posts: 231
Country: Canada

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

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

It was designed with this in mind.

Gilles Cavin
http://www.exponenciel.com
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