Mail Merge Using an ACT! Database (Platinum Version Only)

OfficeReady Platinum can create a Mail Merge using your ACT! Database.

Once you have decided which Word template to use (see above), you are ready to Create a Mail Merge. There are two ways to begin a Mail Merge:

Method #1: Highlight the Word template you wish to Merge, and click Mail Merge - Selected Template at the top of the Template Browser, as shown below.

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Method #2: Right-click the Word template you wish to Merge, and select Merge Template, as shown below.

This will bring you to the source selection:

If you have ACT! 6, ACT! 2005, ACT! 2006, ACT! 2007, or ACT! 2008 installed, and you wish to create a Merge from your ACT! database, choose ACT! [version] Database and click Next.

Note: You will only see the ACT! option if you have ACT! installed. If ACT! is not installed, you will not have this option.

You will then be asked to browse for the source ACT! Database:

Click the Browse button to display the Open File dialog box:

Browse to the folder in which your source file is located. Select your source file and click Open. You will now see the source file name:

If this is not the correct source file, click the Browse button again to select a different source file. If this is the correct source file, click Next to continue.

You will now see a list of all contacts in the source ACT! database.

To view all of the contacts in the list, click Show All Contacts at the top right. This is selected by default.

To view all of the Groups in the list, click Show All Groups at the top right. This will display all of the groups from the source ACT! Database:

All contacts/groups with a check box selected will be used in the Mail Merge, and all contacts/groups with a check box cleared will not be used in the Mail Merge. To select all contacts/groups, select the Select All check box at the bottom left of the menu. To deselect all contacts, clear the Select All check box.

To perform a Lookup on your ACT! Database for including specific contacts in your Mail Merge, click the ACT! Lookup button at the top of the Contact List. This will bring up the following menu:

Enter the criteria for your Lookup by using the Field Name and Operator drop-down menus, as well as the Value text field. Click Search to perform the Lookup. The results will be shown in the Contact List.

After you have selected all of the contacts you wish to include in your Mail Merge, click Next to continue.

You can now proceed normally with your Mail Merge. For the next steps, click here.