07-06-2012 09:35 AM
What I want is fairly simple:
Is there a way to do this?
07-09-2012 09:34 AM
This can be done through the Contact List view. Either by a Lookup or using the Omit/Lookup Selected icons, create the list of contacts you desire to print. If you are using Groups, right click on the Group name and select 'Create Lookup'.
On the Contact List view: Use the View > Customize Columns options to display the desired fields. If you want to sort contacts by First name, you will need to include the First Name and Last Name fields in the view. Once the List view is completed, right click in the list area and select 'Print Contact List'. Another option is to click the Export to Excel icon, once exported to Excel, you will have increased options for the printing of the list.
07-09-2012 11:26 AM
Alright, I guess my real question is printing sheets of Mailing Labels. That is basically what I'd want.
I've seen the templates, and they are all relatively confusing.
Is there a currently existing template that has:
Title (if any) First Name & Spouse Name (if any) Last Name
Address 2 (if any)
City, State, Zip Code
If not, is there an easy way to make one? I find the tutorials online to be difficult to understand.
07-09-2012 01:08 PM
No there isn't such a template. The template isn't extremely hard to create but it does require additional VB script programming to manage the conditional parts of the template, particularly the name.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclosure I wrote the reports chapters of the book.
07-09-2012 01:45 PM
If you Select PRINT, and select LABELS, there is a laundry list of available labels. None of these will work?? (I'm using 2013, but this is not anything new.)
07-10-2012 09:10 AM
No, these options do show up, I suppose there are just so many that it is overwhelming! Some preset label templates have parts that I want, but never all.
I don't see why I couldn't copy a custom field and port it to another, but for some reason I cannot find a way to edit pre-existing custom fields...
07-10-2012 09:53 AM
As I noted before what you want would need to be a custom template and use VB Script programming to do the conditional items that you want.
The reason you can't copy fields from one template to another is because the template editor that you work with is a graphic representation of the template's XML code. The XML code can be copied to a limited degree from one template to another at the XML code level. Because custom fields typically reference one or more database fields so that even at the XML code level custom fields can't be copied.
If you're interested in having a custom template created, send me a private message.
07-10-2012 01:57 PM
With the exception of conditionally using or not using Mr. or Mrs., you can edit your template very easily. (There is a Salutation field for the main contact, but I don't see one for the spouse. You'd probably have to use one of the custom fields--no biggee.)
Reports-Edit Template. Then in the File type drop down box select Act Labels. Open the label you would like to use, Save as a new name, then modify your new label template as needed. Everything is there to properly align your fields.