Community
Showing results for 
Search instead for 
Do you mean 
Reply

Using a field in MS Word Text Box in Act template?

vb
Copper Contributor
Posts: 36
Country: USA

Using a field in MS Word Text Box in Act template?

I want to be able to rotate some Act field  text in a client letter I'm writing.

 

Act 2011, Word 2010 , Windows 7

 

In Act, Edit Template

 

It doesn't appear that I can insert an Act field, such as "First Name" into a Microsoft Word Text Box and rotate the text box.  I am able to do the task, but Act doesn't mail merge the name into the field.  Is there a way to do this?

Silver Contributor
Posts: 1,813
Country: USA

Re: Using a field in MS Word Text Box in Act template?

No, ACT (and Word) won't mail merge into captions, Header/Footer, or Text boxes.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

vb
Copper Contributor
Posts: 36
Country: USA

Re: Using a field in MS Word Text Box in Act template?

Thanks!

 

One point of clarification.  MS Word by itself will merge into Text Boxes, right?  I was starting with an existing Word document in which this had been done.  I assumed it worked, but I didn't test it.

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Using a field in MS Word Text Box in Act template?

I'm not sure.  But I didn't think so.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider