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Mail Merge dialog box

Tuned Listener
Posts: 32
Country: USA

Mail Merge dialog box

When trying to add a merge field in a template, the mail merge dialog box only shows up when I use Act! as the word processor.  It will not show when Word is the processor.
I successfully added the field when editing in the Act! word processor, but then when I did the merge, I received an error after the merge was complete that read "The merge could not be completed.  Please reduce the number of selected contacts and try again."  I only merged 27 contacts.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mail Merge dialog box

For the Word issue, try this article in the ACT! Knowledge Base
 
How big is the template? Does it work for 1 or 2 contacts?
Are you trying to merge to printer or email?
Tuned Listener
Posts: 32
Country: USA

Re: Mail Merge dialog box

I have already tried that option, I had no disable items.
It's just a basic letter template-1pg
I am merging to the processor
Tuned Listener
Posts: 32
Country: USA

Re: Mail Merge dialog box

it did merge for 1 contact
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mail Merge dialog box

And it fails for 2?
Can you try a default template that comes with ACT!?
Can you try the Demo database?
 
This will show if the issue is with the template or database
 
Also - what exact version of ACT! from Help About?
Tuned Listener
Posts: 32
Country: USA

Re: Mail Merge dialog box

Act 2008 10.0
worked fine with an Act! default template, so it must be the one I created, however 2 contacts did merge
Ideas as to what might be wrong?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mail Merge dialog box

Tuned Listener
Posts: 32
Country: USA

Re: Mail Merge dialog box

created a new template and tried to merge 16 contacts to no avail-  it goes through the whole process until the very end, then give the same pop up to reduce my number of contacts
 
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mail Merge dialog box

Just to be sure... can you try one of the default templates installed with ACT!?
Tuned Listener
Posts: 32
Country: USA

Re: Mail Merge dialog box

works fine with a default template, am i missing something in my template creation?
also will merge to printer, but I can't preview the letter.  Won't merge to word processor