Can't insert merge fields in your Mail Merge template in ACT! 2007?

Sun, 3 Jun 2007 21:49:53 GMT

June 3 2007

If you are using ACT! 2007 (Standard or Premium for Workgroups), have Microsoft Word as your default word processing program, and tried to create a Mail Merge template you may have discovered something missing - the ACT! Merge Fields. Fortunately, Sage addresses the problem with a downloadable Hotfix for this version of ACT!.

Installing the HotFix is a two-step process. First, the download:

1. Go to: http://www.act.com/community/profile/login/index.cfm?type=profile&Host=www.act.com&Path=/support/updates/index.

cfm&QS=&CFID=36296765

2. Create an account If you haven't already (I know this is annoying, but they didn't ask me)

-After you have logged in

3. Click: http://www.act.com/support/updates/index.cfm?DOWNLOAD=349

4. Click 'Download Now'

5. Save it to your computer that is easy to find, like your Desktop or your My Documents folder

*It may be a good idea to save it to a network or shared drive if you have to install this Hotfix on other computers or you can just copy the downloaded Hotfix onto a USB Flash drive.

Second, the installation:

1. Close all programs including ACT!

2. Double click on the downloaded Hotfix file to start the installation

-The HotFix is installed

That's it!

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Can't insert merge fields in your Mail Merge template in ACT! 2007?