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Creating/Editing a mail merge document

Astute Commentator
Posts: 77
Country: USA

Creating/Editing a mail merge document

I have some existing mail merge word documents that I need to modify. I know that when I have worked with these in the past within ACT that a little window appears and allows you to insert fields from act, but now I don't see that window and can't figure out how to insert/change fields into the document where necessary.

 

Can someone help please?

 

Thanks,

 

Alan

Nickel Super Contributor
Posts: 939
Country: USA

Re: Creating/Editing a mail merge document

Depending on which version of MS Word your using, you should see either "ACT!" across the top tool bar OR "Add-ins" tab in MS Word 2007.  Look for "Show Field List".

 

If you don't see it anywhere, it's possible that the ACT link to word is disabled in Word.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating/Editing a mail merge document

What version of Act! and Office are you running?

 

When you open the template to edit it in Word, there should be an Act! menu > from the menu select 'Show Field List'.

Here is a link to an article that describes common reasons for the Act! add-in not appearing: KB Article 13569

 

Greg Martin
Sage
Astute Commentator
Posts: 77
Country: USA

Re: Creating/Editing a mail merge document

Thanks guys. I think I have it figured out now.

 

Alan