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Activity Fields for email templates

Tuned Listener
Posts: 17
Country: United States

Activity Fields for email templates

I want to send activity reminder notices to contacts two to three days in advance of the activity.  I know that I can send an e-mail reminder by selecting Send Activity e-mail to contacts option from the top of the dialog box when looking at a specific activity, but I want to do a mail merge based on a lookup.    If I have 20 activities three days from now, I don't want to have to open each one individually and go through the individual email merge.  Is there a way to generate a mail merge template using activity fields such as date, time, and duration from a specific activity?
Bronze Elite Contributor
Posts: 2,609
Country: New_Zealand

Re: Activity Fields for email templates

Unfortunately no. You could create additional fields in ACT! for Date, Time and Duration and have each field represented in a template you letter or email merge to. You need to enter the data manually however.

Graeme Leo
Xact Software - consultants and developers
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