04-07-2010 08:19 AM
For my certificates I need information from the contact fields (like name) and group fields (like course dates).
Via "write -> New letter/email template" I come in the Word2007 document with the popup "add mail merge fields".
I see there Contact fields, but no group fields.
How can I get group field information in my template?
Kind regards, and thank you in advance,
04-12-2010 09:55 AM
Welcome to the ACT! Online Community. In regards to your questions, unfortunately Group fields will not be available when creating a merge template. You would need to add a contact field for that information in order to include it on a merge template. There may be a third party add-on product that can use both field types. Please see the following website for information on ACT! add-ons: http://sagepss.com
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
04-12-2010 03:02 PM
I have exactly the same need as you.
What I do is to use contacts fields that belong to groups.
In those contacts I have created special fields like:
End date, etc.
I hope this helps.