07-21-2009 05:55 PM
I have installed ACT! (Sage) for our customer relationship people to work with. They use it to enter bookings for customers. What I am missing right now is the functionality to generate a confirmation form from the information they capture in the booking. Attached is the one we have been using in the past. All the information that goes into the CF is currently entered in ACT in various fileds, however I cannot access those fields from any of the letter or email templates that ACT provides
What I specifically want to know is if I can have the database fields from the Opportunity tables into the email. If I use the default functionality, all that I can put in an email or word document is fields from the customer record – address, name, etc. I want to be able to put fields from the other tables of the database which are currently entered as an Opportunity - product, cost, etc, which reflect the booking information and are currently entered in Opportunity.
Another form that would be usable for that is the Quote , however – again, same problem – I cannot add fields from the database that I want, such as Opportunity Name, etc etc.
07-21-2009 11:37 PM
07-22-2009 08:20 AM