How to set default letter writer to 'Home Address"

[rjk6120]

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.

RJK6120.

[Gary W · Accepted solution]

Press Windows Key + R. This will bring up the Run command window, you can type it in there and it should open the services window.

[Gary W]

Hi RJK6120,

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

[rjk6120]

Thanks Gary, I do not see "add mail merge fields" window. RJK6120.

[Gary W]

Hi RJK6120,

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:

[rjk6120]

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.

[Gary W]

In services.msc, try setting the SQL Server (ACT7) service to startup type Automatic (Delayed Start).

 

[rjk6120]

not sure where to type services.msc

I use to type SQL Server and it would appear but not now for some reason.

[Gary W · Accepted solution]

Press Windows Key + R. This will bring up the Run command window, you can type it in there and it should open the services window.

[rjk6120]

Got it Gary. I noticed the SQL Server Agent (Act7) is disabled. Should it be running?

[Gary W]

No, that is normal.