07-12-2011 05:42 AM
I have created a confirmation letter template in ACT that I use when I schedule and appointment. We have the following fields set up in contacts which I have linked to the letter - DATE OF MEETING, TIME OF MEETING and OFFICE TO MEET AT. I would like to have the office addresses show up when I use the letter. Right now OFFICE is set as a drop down menu and the address are all set up in the description field. If there anyway to get the desriptions to merge with the field? I tried just adding them into the office name but I am told that I only have 50 characters so it will no work....any ideas? I am not a "computer person" - just got this thrown in my lap and have no idea where to start....
Thanks for any suggestions!!
07-19-2011 08:38 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
07-19-2011 07:15 PM
There is a tool Advanced Mail Merge and I am sure a search of the net will locate and it allows a number of additional functionality from ACT!. You might give that a try.