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How can I do this: advanced merge

New Member
Posts: 1
Country: USA

How can I do this: advanced merge

[ Edited ]

I have a list in act with fax numbers that I fax to via winfax.

 

I also have a csv file with data in it. ie: name, details, and a phone number with area code.

 

I want to merge the name and the details into a source document (Word?)

and create a lookup in the act database based on that area code and fax the document

(the one with the merged details for that area code) to the contacts in the lookup with that

area code...and I want it to be automated for multiple documents.

 

End result:

 

document 1 goes to contacts with area code x

documents 2 goes to contacts with area code y

 

etc

 

Any ideas or direction? Is there or is it possible to create an add on to accomplish this?

 

Thanks

 

Message Edited by TasteThis on 05-05-2008 12:06 PM