09-30-2009 12:50 PM
Is there a way to merge fields into a template or map an .xls to contact, groups and companies in the same document?
I have tried the mapping but it will only pull info from the contact, even when I use the proper tabe, and the templates do not have the option for group and company.
I am trying to create and Invoice for Order X (Contact field) that was assigned to Group X (group field) and billed to Company X (Company Field).
ACT! by Sage 2008 (10.0) Version 10.0.1.199 on Windows XP
10-01-2009 01:43 PM