Create Custom Templates For Quick Fol

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Having a well-written follow-up letter (or e-mail) that you can send out on a moment’s notice can make you and your company look more professional and well-organized. fficeffice" />

 

1. Choose Write, Edit Template…from the ACT! menu.

2. Select the template that is closest in style to what you want to use and click Open.

3. Choose File, Save As..., type a new name for the template, and click Save. (Note: Do this BEFORE you edit your new template so you don’t accidentally overwrite the basic template.)

ffice:word" />4. Create the letter or e-mail as you normally would. You can copy and paste content from letters or e-mails that you have used before, if you like.

5. Insert field place holders, as necessary, by positioning the insertion point in the document. Select the field to insert (from the Add Mail Merge Fields dialog box) and click Add.

6. Save and close the file.

 

You are now ready to merge the template with any Contact in your database.

1. Choose Write, E-mail Message (from template) or Write, Other Document (from template).

2. Select the template and click Open.

3. Add additional comments if desired and click Send (if it’s an e-mail) or Print (if it’s a letter).

 

You could also choose Write, Mail Merge to send the template to the current lookup of contacts in your database.