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From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.

When letters created from within ACT! are printed in the word processor, a history of the letter having been sent can be automatically created in the History tab for your contact.

Best of all, field information from your ACT! database can be sent over into your letters, so you'll never have to re-type someone's address in a letter again.
 

What others say

David McGillivray
Date: Sep 10, 2009

'Act is a system I can trust and rely on to help me regularly keep in contact with my clients. It has streamlined my customer relationship management with me knowing the frequency and when I have contacted existing and potential clients'.

Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.
 

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.