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Mail Merge

New Member
Posts: 3
Country: USA

Mail Merge

I've completed several mail merges from within ACT 2012 with Word 2010 on Windows 7  to send a letter to members of a group. I want to attach the document to the case history. How do I do that? Before upgrading to ACT 2012 every time we sent a mailing it would automatically attach to the history. It is not even showing that it was done on the history tab. What am I missing? Is there a setting that I need to change?

 

Thank you,

Jen

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Mail Merge

Hello Jen,
There is an open issue that is currently under investigation, where the history window will not pop up when merging documents from ACT! 2012 to Word 2010. The workaround for this is to use the Quick Print function in Word 2010. Details are in the following Knowledgebase article:
http://kb.sagesoftwareonline.com/app/answers/detail/a_id/26851/kw/26851

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 3
Country: USA

Re: Mail Merge

Thanks for your help!

Copper Contributor
Posts: 24
Country: United_Kingdom

Re: Mail Merge

hmmmm,

 

haven't noticed a fix for this bug yet. The work-around of using quick print does not work and my users have a choice of printers to select from, so it's not really appropriate either...

 

I was about to get all my key users upgraded to Office 2010, as it seemed to generally work better with ACT, now I'm not so sure it's  agood idea.

 

Anyone found out any other solutions?

 

Roly

Roland Horwood
Frame Design
TJ Crump Oakwrights Ltd
www.oakwrights.co.uk