- Merge to ACT! Contact, Group, or Company fields with Word field codes ("IF statements" being the most popular)
- Create documents with a mixture of Contact and Group or Company fields.
- Merge to Opportunity and Opportunity Product/Services Fields (ACT! 2010/2011 VERSION ONLY)
- Continue to use ACT! while merge is working.
- Optional create history back to ACT!
- Optional allowing Word protection applied so if you emailed a Word doc the recipient can't see the conditional IF statement field code.

Works with Word 2003 or Word 2007
       
    Download User Guide
       
    Download 30 Day Trial: Advanced Mail Merge for ACT! (ACT! 2009 version)
    Download 30 Day Trial: Advanced Mail Merge for ACT! (ACT! 2010/2011 version)
       

 
    Download sample templates

 
     
    Pricing

$49 per user.  $39 per user for 10 or more.
     
     

Buy Now: Contact us at 603-330-0583 or send an email to info@fortierconsulting.com

 
      Screenshot of Merge form... Screenshot of finished document with Opportunity Information
     

       
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