Act! 2012 & invoke a email template when a field changes

[willyw]

A client sends a job in and I enter the date received in a contact field for that purpose.

I manually respond to client by Write/Email-Message from Template/ choose the template to populate. with a "thankyou for sending your work in." email

How can I automate that so that when I enter the date the job is receved, a macro style process is generated to save on mouse clicks?

[Brittany.Roberts]

Hi Willyw,

Please review the knowledgebase article below for instructions on creating a Smart Task to send email when a criteria is completed.

http://kb.swiftpage.com/app/answers/detail/a_id/26944/kw/smart%20task

Thank you,
Brittany Roberts

[willyw]

thanks for the reply Brittany,

I've not used smart tasks before:

But I think the smart task feature allows for a generic style email and does not allow for using an email template (.adt) which has merge fields.

I do want to use an email template with merge fields.

[Scott Baker]

willyw,

Thank you for submitting your post. The issue you are having may be resolved by checking out our Knowledgebase at http://kb.act.com .

Below are the Knowledgebase Articles that will help you with the Mail Merge feature within Act!

1. 13883 How to Perform a Mail Merge in ACT! - http://kb.swiftpage.com/app/answers/detail/a_id/13883/
2. 13902 How to Edit a Document Template in ACT! - http://kb.swiftpage.com/app/answers/detail/a_id/13902/

[willyw]

Thanks for posting Scott.

I've got a great working template. I don't want to do a mailmerge.

To get an idea of what I want to do go to a single contact view.....

 If I could writre a macro......which I can't...it would go like this..

Left Alt down            (hold down Left Alt key

I                                (i.e. write of the top ribbon bar)

D                               (i.e. other documetn from template on the drop down mwnu)

Left Alt up                  (release Left Alt key)

M                               (first letter of a template in teh templates folder called "Memo)

enter                          (fires up .adt template populated with fields from this contact)

Any ideas on how to achive that please?

[Roy_Laudenslager]

Check out http://www.wavget.com/typeitin/

It can also perform keystroke macros.