09-21-2009 08:26 AM
I’ve just upgraded from Act6 to Act 2010 and haven’t reviewed my procedures for years. It occurred to me that I may be able to get some good pointers from this board regarding an activity I do regularly that is very time consuming.
One part of my job is organising events. Before each event I have to email each participant. At present I do the following:-
Create a personalised document in Word containing information specific and confidential to the participant.
Convert this doc to a pdf.
Use ACT! to email the pdf and another general info pdf to the client. The email contains personalised fields
If I didn’t prepare and send the personalised pdf to the client I could just automate this process with a simple email merge.
If an email would allow a page break I could include the info contained in the word doc in the email.
Am I missing something blindingly obvious or is there no quicker way of doing this in ACT?