05-05-2008 12:03 PM - edited 05-05-2008 12:06 PM
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.
document 1 goes to contacts with area code x
documents 2 goes to contacts with area code y
Any ideas or direction? Is there or is it possible to create an add on to accomplish this?