12-29-2011 01:01 PM
I have a BUNCH of emails to go out to customers that require an document to be attached to each email. How do I attach the doc when doing a mass merge so all customers get the document?
12-29-2011 01:40 PM
If you want each recipient to receive the same document (like a generic christmas card) there is an option with the mail merge function to attach a file.
If you want each recipient to receive something attached that is specific to them ( like a receipt or a statement) this would require custom programming or add on software.
12-29-2011 02:05 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
12-29-2011 02:05 PM - edited 12-29-2011 02:08 PM
do a lookup of your contacts who whould receive the letter,
go to write menu, mail merge, walk through the wizzard. about the 3rd or 4th step is an option to attach a file.
Jon Klubnik| ActTrainer.com
ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider