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Creating a Template for Companies

New Member
Posts: 5
Country: USA

Creating a Template for Companies

How can I create template that would pull information from the companies table?  I was positive that this can be done.  Please help!

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Creating a Template for Companies

Base the template on companies.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: Creating a Template for Companies

Yes, I understand that is what I should do but when I normally choose my fields for the template COMPANIES fields are not listed.  More help would be appreciated.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Creating a Template for Companies

Are yu referring to a report template or a Word template?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: Creating a Template for Companies

A Word template.  

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Creating a Template for Companies

The Word templates are limited to the Contact table fields.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129