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Merging contact and opportunity fields into the same document.

New Member
Posts: 1
Country: United_Kingdom

Merging contact and opportunity fields into the same document.

Hi Everyone,

 

My company has recently started using ACT! and I am in the process of setting up some letter templates. Ideally, I could do with templates that include both Contact fields (Address etc) and Opportunity fields containing information specific to a job. Does anyone know of a way to merge Contact and Opportunity fields into the same document (preferably Word or a similar word processing document)? I am running a free trial of Advanced Excel templates, but that seems to only allow either Contact or Opportunity, not both at the same time.

 

If anyone can help I'd be really grateful!

 

Thanks

 

Amy.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Merging contact and opportunity fields into the same document.

Hello Amy_M,

Welcome to the Sage ACT! Online Community!

 

Unfortunately the template editor provided with the Sage ACT! program doesn't allow for accessing multiple tables (contacts and opportunities).  If you would like to look for additional add-ons that may provide that capability, here is a link to our add-ons web site: Sage ACT! Add-on Products

Greg Martin
Sage