Community
Showing results for 
Search instead for 
Do you mean 
Reply

Merging multiple contacts into one Word document

New Member
Posts: 1
Country: USA

Merging multiple contacts into one Word document

I want to send one document that pulls information from multiple contact records.  I want to send information to a departmental head verifying information about their departmental staff.  This designation is containted in the ID/Status field as Current Member and Member Staff.  Any way to merge this info into one document?

Thanks.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Merging multiple contacts into one Word document

No, Mail merge is for an individual contact record to each copy of the document.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Merging multiple contacts into one Word document

Hello Mike,
Welcome to the Sage ACT! Community. A mail merge can only do one contact per document. You may be able to use a report instead, depending on the information you need. Less formatting options, but you can do multiple contacts.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.