02-05-2009 08:49 AM
I have a quote already designed on Microsoft word, and wanted to edit the existing template so that I can use mail merge and create the quote through ACT! My customer contact info and representative info were formatted into text boxes. I was able to edit the template successfully and add the fields such as company, name, address into the corresponding text boxes successfully, so I saved it and then tried to compose a quote, for some reason ACT! mail merge will not insert the information into the text boxes. Is there a way around this? What am I doing wrong? Thank you for your time and help.
02-05-2009 11:59 AM
Are you creating a Opportunity and using the Quote Button ?
Or using ACT! Write Template feature?
02-05-2009 04:52 PM
02-05-2009 05:47 PM
Once you begin creating a new opportunity and name it,
Look at your Products/Services Tab in the opportunity
There is a field called " Name "
It is a Drop down field and you must select and existing product or create one by selecting; Edit List, Then add and create product.
The " Item# " field is also a drop down, so you must select a Item # which you created when you created your product.
you should see the remaining fields fill with the appropriate cost and price info,
then presss the quote button.
Anyway, that's how I just did it.
Cheers - FSB
02-05-2009 05:54 PM
Normally when you select the product name from the drop down list, the other fields such as item# and cost and price etc.. should fill in automatically,
but I noticed sometimes it requires taking the extra manual steps above. good luck. FSB