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ACT Tips


ACT! Version:




Modifying Merge Code in Templaetes

ACT 2005 - 2012 (Version 7 - 14)

The following allow you to change the default template options to CAPITALISE, Insert replacement test and more


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Release Date:

November 2011

Modifying your templates to look better

Often I am asked about modifying the templates to

  • Change field data to CAPITALS
  • Insert an If then or Else statement. If a field is blank put in this data (i.e. Blank salutation replace with Sir)
  • Change the date format to reflect a more human style (i.e. instead of November 6 2011 replace with 6th November 2011)

Microsoft Word can perform all of these changes and more. Other formatting changes you can make include:

  • Substitute another field if the one you want to insert into the template is blank.
  • Change a Yes field from ACT! into another value.

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© Copyright 2012  All rights reserved. Last Updated Tuesday, July 17, 2012
TAGS: Crm made easy, making CRM successful, How to Benefit from CRM, Continuous Improvement, CRM Success Tips, CRM Strategy, CRM Database, Integrity, CRM Effectiveness, Marketing Strategy, Campaigns ACT Software - ACT! Software Support - Australian ACT Consultants - Australian ACT Support Australian ACT! Support


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