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Mail Merge with Companies (and no contacts)

New Member
Posts: 1
Country: United States

Mail Merge with Companies (and no contacts)

is there any way to write a letter (using a template) or a mail merge using just COMPANY information?  My company would like to send out a general promotion mailing to some companies that we don't yet have contact info for.

 

I tried creating a lookup by company and that worked ok. But I keep getting an error message saying that I need to have contacts to write the letter - Even if the letter doesn't have the contact field in it.

 

Thanks in advance for your help!

Moderator
Posts: 4,395
Country: USA

Re: Mail Merge with Companies (and no contacts)

anned,

 

Unfortunately, this isn't a feature built in ACT!.  Templates will only pull contact information.

 

I'm sure this capability is provided through an addon product, but I cannot recall any specifically.  Check out the following websites to see some of the available addon products.

www.act.com/addons

www.actaddons.com

 

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mail Merge with Companies (and no contacts)

I think the issue is that letters are sent to a person, not a company.

 

You could create the contacts from the companies without a contact name and do a template for them