Mail Merge in Act! 2007 EX Addition

[JSPensions1]

When I create a mail merge in Act for lets say 100 contacts I get one file with 100 letters in it. What I would like to do is to save each letter to each contact of mail merge individually. Is there a way to do that? I have not been able to locate any information on this. If I save the merge to HISTORY when I click on that bit of history I would like to see only the letter or correspondence created in the merge that applies to that particular contact, not all 100 letters and have to search for the particular contact's letter.

Thanks Tim

 

[GLComputing]

Why would you want to save the full documents to history from a merge?

That's a very large amount of data from something that can be re-created from the template at any time

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

http://blog.glcomputing.com.au

Join the LinkedIN ACT! Fanatics Group

http://www.linkedin.com/e/gis/49896

 

[JSPensions1]

Yes, I realize that. I don't usually attach something like this to History. Our business deals with tracking a lot of peoples' investments and IRS and DOL regulations. We need to save letters from an ACT mail merge individually into our electronic filing system by client. The only way we see to do that now is send the merge and scan everything individually into each clients account which takes a lot of time when you consider a 7 page mail merge for 700 clients. I was just thinking that here must be an easier way. Maybe it is not possible in Act!

 

[GLComputing]

Not only is it not possible... a few of them and you'll be running out of disk space.

Why not just include a link to the template?

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

http://blog.glcomputing.com.au

Join the LinkedIN ACT! Fanatics Group

http://www.linkedin.com/e/gis/49896

 

[GLComputing]

Basically... single document (Write Letter), emails, etc are added as attachment. Those created from a template aren't

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

http://blog.glcomputing.com.au

Join the LinkedIN ACT! Fanatics Group

http://www.linkedin.com/e/gis/49896