09-13-2008 09:29 AM
09-16-2008 02:53 PM
Yes, it prompts me to record the history but I can't see a way to attach the letter I'd written to that history. It simply brings up the dialog asking if I want to record the history, but it doesn't ask about attaching the document (Word file) to that history.
Aside from that, when I did the mail merge it created a single 20 page Word document (20 one page letters to 20 different people). Even if I found a way to automatically attach that document, I wouldn't want it to contain the letters to the other 19 people. By the way, thanks for responding.
09-17-2008 08:00 AM
09-17-2008 08:42 AM
Thanks Roy. I'd thought about doing it that way (assuming I understand you correctly), but when I thought about how much I'd changed the letter for each contact, I thought it would be better if I attached an exact copy. I'd done a fair amount of hand editing in addition to the merged portions, and was afraid I'd forget exactly what I'd said. I guess the lesson is for me to be more disciplined in how I create a template and what custom information I merge into it. That, or just do them one at a time I guess.
If I'm obviously still missing something, any further input would be much appreciated. While I've gotten some of the basics more or less figured out, I certainly don't profess to be an expert.
05-26-2010 11:44 AM
05-26-2010 02:05 PM
Welcome to the ACT! Online Community. Unfortunately you will not get the prompt to record history until you print the merge file. As a workaround, you can choose to print to a PDF file or Microsoft Document Writer instead of an actual printer. Doing this will still give you the record history option.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.