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Sage Act Contact Exporting in Microsoft Word

New Member
Posts: 2
Country: USA

Sage Act Contact Exporting in Microsoft Word

Hello I need help with how to print a contact from Sage Act to Microsoft Word with my company template on top as I do referrals.

 

 

So, I want to put a template with company information on top and then certain information loaded from the contact onto Microsoft Word so I can print it and fax it over to the company for the referral.

 


Thank you

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sage Act Contact Exporting in Microsoft Word