Community
Showing results for 
Search instead for 
Do you mean 
Reply

Mail Merge from Opportunities Fields

New Member
Posts: 17
Country: USA

Mail Merge from Opportunities Fields

We use the opportunities tab for a ton of job specific information. Once we've sold this opportunity, we'd need to generate some documents based on the information we've gathered in the Opportunity. 

 

Why can't I create a mail merge document with fields from the Opportunity? Is there another way? 

 

I've used Infopath in the past, but never attached it to a database. Does anyone have experience with this? 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Mail Merge from Opportunities Fields

To do a mail merge from the oppertunity table would require a third party addon. I believe that Durkin Computing has such an addon.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 17
Country: USA

Re: Mail Merge from Opportunities Fields

Why does it seem like every time I want ACT to do something I'm told to get an Add-On. I'm not asking it to fly me to the moon... 

 

I'll look at Durkin!