03-09-2009 07:12 AM
I have read other posts with similar headings. It is unbelievable to me that a CRM software as ubiquitous as ACT cannot do a mail merge based on Company information or a Company lookup. To try to get around this inconvenient problem I created a new field in Contacts called "Company Status." This is linked to the Company field "ID/Status." When I change the Company's ID/Status it should change the Contact's "Company Status" as well, thereby allowing me to create a look up based on the Company's information. The next problem is that these fields are not updating automatically. I have checked to make sure they are linked under "define fields." I have even tried it both ways, selecting Contacts one time and Companies another. Please help me find a solution to this problem. If ACT is not going to support mail merge campaigns in the manner in which its customer's need to use it, at least help provide a work around.
03-09-2009 12:30 PM
03-19-2009 10:55 AM
If the linked fields are not updating, try this ACT! Knowledge Base article -
03-19-2009 01:22 PM
03-19-2009 01:24 PM
04-02-2009 04:47 AM
Ahhh sorry... you can't select multiple contacts to do this.
You can select a Company that has been updated and then - Company | Update Linked Contacts
Will this help?