05-29-2012 01:09 PM
Is there a way to set up so that when I write an ACT email from a template I can click a box to add several files.
For example, if I'm sending an email about selling Widget A and I want to attach the flyer, I'd like to make a simple system for adding the files relative to that item, rather than dragging and dropping them from the folder.
05-29-2012 04:22 PM
You did not say which email application you are using as there is usually an icon on the toolbar looks like a paperclip to attach files to the email.
05-29-2012 09:06 PM
I'm not aware of one that does exactly that to the ACT mail merge utility. The one that comes closest is Quotewerks. When creating a quote, you have a list of spec sheets that are avable because specific items are on your quote, and also a literature selection where you can choose specifice attachments to accompnanie the quote.
Another idea is Northwoods Mail Merge. You can't attach random files on the fly, but you can specify which attachments accompany a particular letter template.
We use both tools and it makes corresponding a whole lot easier.
05-29-2012 11:56 PM
05-30-2012 08:11 PM
Yes, that is the feature. Unless you need to send out quotes and proposals (in which case Quotewerks), Northwoods is probably the best tool for what you need.