ACT 6 Family of Products:  Some Template Fields Fail to Merge when Performing a Mail Merge from the Contact List View using Microsoft Word

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Support Question:  Some Template Fields Fail to Merge when Performing a Mail Merge from the Contact List View using Microsoft Word

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You are writing a letter using a Microsoft Word template from the Contact List view. You either click the Write menu and choose Other Document, or click Write, select Mail Merge and choose the current contact. The resulting document fails to merge data into fields that you know contain data.

Disclaimer:
This article was written about products for which Sage Software, Inc. no longer offers support. Therefore, this article is offered “as is” and will no longer be updated. If you need assistance with issues pertaining to an unsupported product, please refer your questions to the ACT! Online Community or to an ACT! Certified Consultant. For more information regarding currently supported versions of ACT!, please see our Obsolescence PolicyThis problem only occurs when trying to write a single document or perform a mail merge to the current contact in the Contact List view. Several common fields will merge properly in this view, but most of the default fields will not. To avoid this, switch to the Contact view to generate any documents from templates.

The following fields are default fields that will merge properly when writing documents from the Contact List view. Other fields will not.

Address 1
Address 2
Address 3
City
Company
Contact
Country
Home Phone
Phone
Phone Ext.
Salutation
State
Zip

Note: All fields from the My Record merge properly when merging from the Contact List view.

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