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Editing Templates

New Member
Posts: 2
Country: United States

Editing Templates



I am using Act! 10.0, with Word 2003.

To edit a template I use the following steps:

  1. In Act!, I select "Write" | "Edit Template...", and choose one of the pre-existing templates (i.e. Fax Cover Page)
  2. This opens the template in Word, but I do not get a dialog box in Word called "Add Mail Merge Fields".  How can I get this box to open if it does not appear automatically?

Any help would be greatly appreciated.

Bronze Contributor
Posts: 955
Country: Australia

Re: Editing Templates

You sayyou are using ACT 10. you might try by updating to 10.03 update and see if this resolves the problem. Failing this do a detect and repair in Word may resolve the problem.
Paul Buchtmann Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.