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Formatting table in Word Template

New Member
Posts: 1
Country: USA

Formatting table in Word Template

Whenever I add a format to the Field Code in a word template like the following it only formats the first line in the table. 

 

{ DOCVARIABLE [ACTFIELD]OBJ:CHILD_LINEITEM:CUST_PRODUCT_SERVICE.CUST_DISCOUNTTOTAL_041244020 \# "$0.00;($0.00)"}

 

The table is created and I see all the rows for each product associate with an opportunity. It's only the formatting that doesn't carry over to the next line. Is there some way to get the formatting to copy down to every cell that is generated in the table?

 

I'm using ACT 19.2.146.0 Update 5 if that makes a difference. 

Silver Super Contributor
Posts: 2,171
Country: United_Kingdom

Re: Formatting table in Word Template

[ Edited ]

This does not answer your question but have also tried this without success.

 

What I did fine was a brilliant add-on that dropped everything into Excel that can look like a word document and sent as a PDF.

 

Link here -

 

Advanced Export To Excel, an ACT! add-on by Exponenciel

 

or this one

 

https://www.exponenciel.com/actaddons/actaddon.aspx?ID=153&Ver=19

 

Not on commission just in case you wonder but might save hours of frustration. Comes with a trial period as well so you can try it out before paying. 

Astute Commentator
Posts: 34
Country: United_Kingdom

Re: Formatting table in Word Template

Hi.

Act! does not allow for this.

But if you are interested, the Seamless Opportunities Add-on for Act! does this and more for Word and Excel documents.

https://seamlesscrm.co.uk/seamless-opportunities/

Kind regards

Donald Page

+44 1793825693

Skype - donald_page1