12-15-2008 10:58 AM
I need to set up a letter template that pulls fields from a Company card as opposed to a contact card. However when I view the ACT Fields List in MS Word I can only see Contact, Label and My Record. I can't access the company fields to add them in.
Please can someone help me with this. I cannot believe that ACT would only allow a mail merge of contact fields.
12-15-2008 12:15 PM
Unfortunately, this is not an option in ACT!.
For Email/Fax merging, you can do this with MergeMaster! - http://www.prodocom.com.au/mergeMaster.php
12-15-2008 12:52 PM
Could somebody try to find a solution to this?? Perhaps by editing the Word field code from Contact to Company etc??
I would be very grateful to anybody who can fix this as it is ridiculous that ACT! does not include such a basic and fundamental facility. Surely it would not take very much more effort to extend this facility to Groups & Companies.
12-15-2008 12:57 PM
I guess, because correspondence is sent to a contact, not many have requested it.
Another option is to create linked fields and have the Company fields that you want replicated in the Contacts
Groups would be harder as a contact can link to multiple groups
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature
Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.