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Revised Contact first name and spouse for addressing envelopes

New Member
Posts: 7
Country: United States

Revised Contact first name and spouse for addressing envelopes

Currently, my salutation line includes the first name of the contact and also the first name of the spouse, if any.  For example, "John and Jane".  The inside address on the "letter" template was easy to modify to accommodate this change as I just changed the first line to read "Salutation" and then "Last Name".

However, I am having problems on the envelope as the "last name" is overwriting on a portion of "salutation".   I am sure there is simple way to fix this, but not sure how.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Revised Contact first name and spouse for addressing envelopes

You need to concatenate the fields using a custom field.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: United States

Re: Revised Contact first name and spouse for addressing envelopes

Roy,

 

I copied directions from the online manual to remove blank spaces from envelope and label fields.  They were straightforward, except for a couple of areas that I could use advice.   Step 13 requires that a "Custom" field be inserted on the envelope.  Unfortunately, I did not have a pre defined field called "Custom".  Accordingly, I closed up the Design application and opened the "Define Field" menu choice and created a field called "Custom" in the contacts section.  However, when I reopened the Design application, dropped the new "Custom" field on to the envelope and then opened the "Properties" option for the Custom field, the "Expression" menu choice defined in step 15 was not there.   What did I do wrong?  Is the "Custom" field supposed to be numeric as opposed to character?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Revised Contact first name and spouse for addressing envelopes

Custom is a report editor system field.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: United States

Re: Revised Contact first name and spouse for addressing envelopes

Roy,

 

Pays to read more closely.  Thanks for your help.    Envelope and labels fixed.

 

New Member
Posts: 3
Country: United States

Re: Revised Contact first name and spouse for addressing envelopes

same problem, any answer, thanks

Moderator
Posts: 4,395
Country: USA

Re: Revised Contact first name and spouse for addressing envelopes

New Member
Posts: 3
Country: United States

Re: Revised Contact first name and spouse for addressing envelopes

Too complicated for me Dave, thanks, know someone I can hire to help with act issues?

Moderator
Posts: 4,395
Country: USA

Re: Revised Contact first name and spouse for addressing envelopes

You can contact an ACT! Certified Consultant.

 

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