01-07-2010 12:35 PM
I am trying to create mail merge templates in word and the option in my field list do not match the field in ACT. We have changed the names of some fields and the old fields are showing in word. How do I fix this so I can merge all fields correctly? Anyone know?
01-13-2010 07:11 AM
This is an exmple of why changing field names of existing fields is generally not a great idea.
When you say that "the old fields are showing in word", I am guessing that you mean that the templates' merge fields have not been updated to reflect the new field names?
This is by design - there is no live link between a field in the database and a merge field code in a word template. You will need to go back to any of the templates that contain the old field names and update them by deleting the old merge field code and entering the "new" fields.
01-13-2010 07:28 AM
The only fields that will not merge are fields that we custom created. We did not change any standard field names. The mail merge options in word (in the pick from field box) are not displaying the field names for these custom created fields. How if at all can I update this so that all of the fields in ACT show up in the option to merge?
Example: We have a custom created tab called "Agent Tab" and in this tab I have certian fields I need to have merged into templates such as "Executed Contract Date", now when I go in and try to add this field into a template letter the field "Executed Contract Date" is not listed in my options.
04-19-2012 04:05 PM
Can someone from ACT answer this query as I'm experiencing the same issue. What's the point in having a template that only allows you to put contact fields in and not fields from other areas?