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Template Question

New Member
Posts: 3
Country: United States

Template Question

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.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Template Question

Are you creating a Opportunity and using the Quote Button ?

 

Or using   ACT!  Write Template feature?

 

FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 3
Country: United States

Re: Template Question

I am creating an opportunity and using the quote button, when the quote generates all the fields are there but there is no information in them, ie you can see <Company> <Contact> <Address1> etc, furthermore it is not importing the items or prices from the items that I am quoting. All the fields are blank.
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Template Question

Once you begin creating a new opportunity and name it,

Then 

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.

 Then

The " Item# "   field is also a drop down, so you must select a Item #  which you created when you created your product.

Then

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

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Template Question

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

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html