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Created ACT! template for mail merge but ACT! can't find it!!!

New Member
Posts: 3
Country: USA

Created ACT! template for mail merge but ACT! can't find it!!!

I am NOT a computer software expert & probably shouldn't have bought ACT! I tune & repair pianos, 44 years in the biz.

I wanted a simple customer management program to keep track of customers, what I had done to their pianos & when & to send out a notification postcard every 6 months or yearly, depending on their preference, reminding them it was time to tune again.

There are NO postcard templates in ACT!2012 Pro, so I made one but when I began to set up my mail merge, ACT! couldn't find it!

So I copied it in MS Word, it couldn't find that one either!

I have invested the initial cost of Act! 2011, a years worth of paid support which incuded my upgrade to ACT!2012, the cost of a link to link Quickbooks & ACT! together & it's all down the drain because all I have for my trouble is my customer list transferred to ACT!

I already have my customer list in Quickbooks!!!!! I'm not counting the hours I've spent setting it up, trying to get it to do something more than give me a list.

Any suggestions will be greatly appreciated.Smiley Happy

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Created ACT! template for mail merge but ACT! can't find it!!!

First you will need to verify which word processing program you have selected; this is done through: Tools > Preferences > Communication tab > check the Word Processor setting.

 

To verify the steps used to create your template, here is an article with instructions for creating a new template: KB Article 13834

Greg Martin
Sage