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template in word2007, using datafields fom contacts and groups

New Member
Posts: 1
Country: Netherlands

template in word2007, using datafields fom contacts and groups

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,

Pete

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: template in word2007, using datafields fom contacts and groups

Hello Pete,

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

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: template in word2007, using datafields fom contacts and groups

Hello Pete,

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:

Contact name 

Training course.

Starting data

End date, etc.

I hope this helps.

 

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE