01-15-2009 08:58 AM
How do I default to the personal address when the business address fields are empty?
I have home addresses for many of my clients and if I click on "Write", then "Letter" the template contains no address because it only pulls data from the business address fields.
Is there a way to make a rule that if the business address fields are empty to pull the data from the home address fields?
01-15-2009 09:40 AM
01-15-2009 10:11 AM
Thank you for your reply. Today is my first day using Act! after years with Outlook. It is a bit overwhelming.
Will your solution automatically pull the home address into the mailing if the business address is blank?
What if the business address is filled in but I still want the letter to go to the home address?
I guess what I am looking for is a box to check off which designates a particualr address as the peferred mailing address for that contact.
01-15-2009 10:28 AM
01-16-2009 09:04 PM
01-18-2009 01:31 PM
01-18-2009 07:11 PM