03-13-2013 12:06 AM
I have a problem creating new templates in ACT. Firstly, the box giving me mail merge options doesn't pop up, so I have to just edit an existing template which already contains the mail merge fields I require. Then when I run the mail merge, the fields do not pull the data through - it just says for example 'Dear <Salutation>'
I've also tried using the ACT word processor but that gives the same issue.
ACT Pro 2012 Hotfix 2
Database is a shared database stored on our Server
My computer is WIndows 7, we also have Windows XP machines using ACT with the same issue
Can anyone help with this?
03-13-2013 08:17 AM
Welcome to the Sage ACT! Online Community!
To verify the issue: You can click on Write > New Letter/E-mail Template and Word will open; however, within Word you do not see the Add-ins tab (which would contain the ACT! 'Show Field List' option) - is that correct?
If that is the case, it would indicate the add-on is not enabled. Here is an article addressing that: KB Article 13569
03-13-2013 02:59 PM - edited 03-13-2013 03:04 PM
I didn't read where you were using a add-on? But I see Gregs point. Rite on.
In addition, You shoud also be on act2012 pro svc pak1 hotfix5 ? not sure about uk version?
That may resolve?
Also note: All users must have same version / build
03-18-2013 02:18 AM
Great - thanks for your help. This forces the mail merge box up with the options. I still have an issue with just one of my templates where the merge doesn't work - it just prints the field titles. I'll just have to re-write the template - typically it's a big template with images and backdrops in it so it will take ages to do!
01-04-2017 04:39 PM
I am looking for an addon program for Act 2012. I am trying to use the info (mail merge) from products and opportunities to mail merge them into a contract with the clients info...any such animal available?
Thanks in advance,
01-05-2017 03:05 AM
This add-on will create an Excel file with all you need. (Done well looks just like word.) which you can then save as a PDF.