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Mail Merge in Word

New Member
Posts: 2
Country: United_Kingdom

Mail Merge in Word

Hello

 

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.

 

I'm using:

ACT Pro 2012 Hotfix 2

Word 2010

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?

 

Thanks

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Mail Merge in Word

Hello Bridge,

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

Greg Martin
Sage
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Mail Merge in Word

[ Edited ]

Hi Bridge,

 

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

http://download.act.com/support/downloads/Sage-ACT-Pro-2012-Product-Downloads.html 

Smiley Happy FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
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New Member
Posts: 2
Country: United_Kingdom

Re: Mail Merge in Word

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!

New Member
Posts: 3
Country: United States

Re: Mail Merge in Word

Hi

 

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,

 

Dano

Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: Mail Merge in Word

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.

 

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=92