| |
|
ACT! 2005/2006/2007 Edition |
Editing an ACT! document template
is as easy as editing a regular document in your
word processor. When editing a document template,
though, you have the ability to embed field
placeholders into the text of the template.
When the template is then written
for a contact in your database, ACT! will replace
the field placeholders with data from the ACT!
database.
This issue of our tips & tricks newsletter focuses
on creating templates that you can use for either
single or multiple letter merges.
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at
866-944-2281.
Best regards,
Michael Kadlub
ACT! Certified Consultant
CRM Coaching
|
|
CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
|
|
|
|
Come visit CRM Coaching's
booth at the
Lake Business Expo
Thursday, November 9th at LaMalfa in Mentor, OH.
ACT! 2007 will be demoed all day, and free trial
versions will be available. More detailed
information to come later this week. |
|
|
We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
|
 Letters written from within ACT! are based on
templates. ACT! ships with a few simple letter
templates--such as the letter, memorandum, and
fax cover page--but you don't really realize the
real power of ACT!'s letter-writing features
until you create your own letter templates.
Before editing any templates, click Edit |
Preferences. In the General tab, make sure the
correct word processor--either Microsoft Word or
the ACT! word processor--is set as the default
word processor. If, for example, the ACT! word
processor is set as your default word processor,
you won't be able to create new ACT! document
templates in Microsoft Word.
To create a letter
template from scratch:
- Click Write | New Letter/E-Mail
Template. A blank template will appear in
Microsoft Word or the ACT! Word Processor.
- Make any necessary changes to the
template.
- When the template is complete, click
File | Save As from within the Word
Processor to save the template for later
use.
|
 From time to time, you may need to make
modifications to your letter templates. You may
also need to create new letter templates that
look similar to existing letter templates.
Editing an existing template can be a lot faster
than creating a new one from scratch.
If you've already created, for example, a
template formatted to use your letterhead
margins and letter style, you'll find that it's
easier to edit the existing template and save it
with a new name than it is to recreate the
template from scratch.
There's no easy way to convert document
templates from ACT! Word Processor format to
Microsoft Word format. If you're switching from
the built-in word processor to Microsoft Word,
you'll find that using Cut and Paste is the
fastest way to re-create the templates in Word.
To edit an existing
document template:
- Click Write | Other Document (from
template).
- A list of available templates on your
system will appear. Browse and select the
template you'd like to edit. The template
will appear in your default word processor.
Make any necessary changes.
- Click File | Save to save the changes to
your template.
- Click File | Save As to save the
template with a new name.
- Close the word processor.
|
 When editing a document template in the ACT!
Word Processor or Microsoft Word, you'll notice
that a Mail Merge Fields dialog box hovers over
your word processor. You can use this dialog box
to insert field placeholders in the template.
Inserting a My Record field placeholder will
pull data from the My Record of the currently
logged-in user in ACT!. (To find your My Record,
click Lookup | My Record in ACT!.)
If you close the Mail Merge Fields dialog box
while editing a document template, you can
always bring it back up by clicking ACT! | Show
Field List.
To insert a field
placeholder into a document template:
- Edit an ACT! document template. (To do
this, click Write | Edit Template and select
the template you'd like to edit.)
- In your default word processor, place
the cursor where you'd like to insert a
field placeholder.
- In the Mail Merge Fields dialog box,
select the field you'd like to insert.
- Click the Insert button. The field
placeholder for the field you selected will
be placed in your template.
|
|
|
Make sure all of your employees are getting
this regular e-mail. Get signup instructions
at our web site:
www.crmcoaching.com |
|