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creating templates using fields from both contacts and companies

New Member
Posts: 2
Country: United States

creating templates using fields from both contacts and companies

Hello,

 

I am trying to create a template (word document) in which I include fields from both the company and the contact.  Is there an easy way to do this? Or am I limited to just the contact fields?

 

Thanks in advance,

Mark Stevenson

Moderator
Posts: 4,395
Country: USA

Re: creating templates using fields from both contacts and companies

Unfortunately its limited to contact fields.

 

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

New Member
Posts: 2
Country: United States

Re: creating templates using fields from both contacts and companies

That's what I thought.  Thanks.

 

ms