Merge Letters in ACT

[AtlantaDon]

I would like to pull info from the notes of a contact in a lookup and insert them into a mail merge document.

The info need to be longer than just a word so I don't think a user field would work.

Can this be done or is there a better way.

Thanks,

Don

 

[Dollie]

In order to mail merge, you have to utilize named database fields. Custom field contents can be up to 255 characters long, so you can insert a field somewhere to input the information you need. Other fields are not necessarily limited to one word, so please don't think you're limited! I have multiple (long) fields created specifically for merging that we utilize daily.