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mail merge template

Tuned Listener
Posts: 59
Country: USA

mail merge template

When I try to edit a .adt template, some will open with the mail merge field selection box and some won't.  I do I open that box manually?  Also, when I try a "save as" is saves in .doc format rather than .adt.  Any help there?

Administrator
Posts: 1,372
Country: United_Kingdom

Re: mail merge template

If the mail merge field box isn't open, you should be able to go to the addins tab, then choose Act > Show Field List.

WIth regards to it sometimes saving as a doc, check out this KB:
http://kb.act.com/app/answers/detail/a_id/22869