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Mail Merge Company Fields

Copper Contributor
Posts: 12
Country: United Kingdom

Mail Merge Company Fields

Hi,

 

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.

 

Thanks,

JJ

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Mail Merge Company Fields

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

Copper Contributor
Posts: 12
Country: United Kingdom

Re: Mail Merge Company Fields

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.

 

JJ

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Mail Merge Company Fields

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

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