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I need to merge the billing and shipping address fields

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New Member
Posts: 1
Country: USA

I need to merge the billing and shipping address fields

Hello,

I need to merge the billing and shipping address fields into word mail merge documents and I cant.

The address 1 etc fields are available but not billing which doesn't make sense. Thanks.

 

 

 

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Bronze Super Contributor
Posts: 1,586
Country: USA

Re: I need to merge the billing and shipping address fields

Good morning and healthy wishes to you and your family.

 

ACT comes with three sets of addresses:

  • Contact's address, designated as Address 1, etc. from the Contact view
  • Contact's Personal address, with line designated as Home Address 1 from the Contact view
  • Company address, designated as Address 1, etc. but from the Company view

Unfortunately, only fields from the Contact view are eligible for a Word merge.

 

I would suggest creating new fields to hold the billing address in both the company view and contact view.

 

Then link the fields so that the billing information entered into the company view will automatically be entered into the billing fields for the contact.

 

Hope this helps.

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor