ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!
Help with ACT! and CRM Software: 0419 318727
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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. |
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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. |
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