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Help with ACT! and CRM Software: 0419 318727

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 database, you can use the Mail Merge feature to send a template-based letter in one short procedure. By following the simple steps in the 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  the Mail Merge is much more user-friendly.

After performing a mail merge, you can have ACT! automatically create a history item in the Notes/History tab for each letter recipient. Just print the merged letter, and ACT! will prompt you to create a history for all contacts included in the mail merge.

Creating a history of a mass letter will put a line in the History tab for each letter recipient to remind you of the letter sent. Unlike histories created for single letters, you won't be able to double-click the mass letter history to open a copy of the sent letter.

To learn more about using your Database in order to create a mail merge or write letters, to get assistance in setting these up, or to learn how to gain the most for your business from ACT!, please complete the contact form, and Richard will be in contact with you shortly.

 

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.