08-23-2016 07:23 AM
Hello, does anyone know how I default my 'letter writer' to the "home address' instead of 'business address'?
I'm a financial advisor and most of my correspondence goes to their home address. Appreciate the help.
08-23-2016 08:08 AM - edited 08-23-2016 08:08 AM
You can do this by editing the mail merge fields in the letter template.
To do this, in Act!, click Write > Edit Template, then select Letter.adt
Word should now open with the template, and you'll see some lines of text like <Business Line >. You can replace these mail merge fields with the home address fields that appear in the Add Mail Merge Fields window. If this window has not already opened, you can open it from the add-ins tab under the Act! menu commands.
Here's a Knowledgebase article that covers editing templates in more detail: http://kb.act.com/app/answers/detail/a_id/13834
08-23-2016 08:35 AM - edited 08-23-2016 08:37 AM
In that case, click on the Add-ins tab in Word, and select Show Field List from the Act dropdown. See the screenshot below for where to click:
The Add Mail Merge Fields window should then appear:
08-23-2016 08:52 AM
I got it. Thanks Gary. That's great.
Do you know if there is a solve for the SQL server issue that some people are experiencing because of Windows 10.
I have this problem on my laptop but not my desktop. Once or twice a week I have to start the SQL server to get Act running.