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Template Merging

New Member
Posts: 16
Country: United States

Template Merging

I am merging a contact with a template that I created.  Why do the field that I have created not merge on the document?

 

Thanks.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Template Merging

Can you provide some additional detail to the process you are using to create the template and merge it:

- what version of ACT!

- which word processor are you using (MS Word or ACT! Word Processor)

- did you initiate the creation/edit the template through ACT! (Write > Edit template)

- did you add the fields to the template

 

Here is an article with instructions for editing a template: KB Article 13902

Greg Martin
Sage
New Member
Posts: 16
Country: United States

Re: Template Merging

I am using Office 2007 and it is a template that I edited.  I created a contract date for our contacts and it shows up on the field list .  I inserted that field and now it does not show up when I merge my template with my contact.  All my other fields do but that one.  There is information in that field on the contact, so I am at a loss.

 

Thanks.