Community
Showing results for 
Search instead for 
Do you mean 
Reply

Using an opportunity field in a document template.

New Member
Posts: 3
Country: United States

Using an opportunity field in a document template.

I am trying to customize a document template using a user field from the opportunity tab.  I am using ACT 2010 and Office 2007.  When I use the Add in feature I can only access the contact field.
Silver Contributor
Posts: 1,813
Country: USA

Re: Using an opportunity field in a document template.

ACT only allows you to mail merrge to contact fields.
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