10-27-2012 10:11 AM
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.
10-27-2012 05:24 PM
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.
10-29-2012 01:10 PM
Check out Copy Data Between Records at http://www.exponenciel.com/actaddons/actaddon.aspx?ID=130
It was designed with this in mind.