06-24-2008 03:08 PM
I want to change the default location where letters are stored. I want to choose the folder where the letters are stored.
I also want to change the default naming convention for letters. When I save a letter and check the box to attach it to history, it names the letters like this: Letter-62420081655-contactname.doc. I want to choose how I name the letters.
Am I able to make these changes? Thanks for any help.
07-07-2008 02:33 AM
Tools | Preferences | Personal File Location | Select 'Documents' from File Type Menu | then hit 'browse' and navagate to folder you'd like letter e.t.c to be stored.
I'm not sure about the naming convention. I'm using Act 10 and it just saves them as Document1, Document2 e.t.c by default.
09-30-2009 12:58 PM