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Can act update year in date field before printing form letter?

Copper Contributor
Posts: 6
Country: United States

Can act update year in date field before printing form letter?

I have a list of former insurance policy holders. We setup a field were we entered there old policy expiration date.  (1/1/2007, 4/5/2006, etc)  I want to send out a form letter to them using the same day and month, but updating the year to the current year. Using the above example: your current policy expires 1/1/2009, 4/5/2009.   So, we need to use the old day and month, but have act update the year.  Is this possible?  Thanks again
Moderator
Posts: 4,395
Country: USA

Re: Can act update year in date field before printing form letter?

There isn't an automatic way to do this.  You export to Excel and change all the years, then import the new dates back into ACT!.

 

How to Export Your Contact Data from ACT! to a Text Delimited File

How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an ACT! Database