Re: Interfacing WORD 2003 to the ACT CRM database

From: Jezebel (dwarves_at_heaven.com.kr)
Date: 06/22/04


Date: Wed, 23 Jun 2004 08:13:07 +1000

I found ACT's Word interface to be a horrible cludge. It seems bizarre that
ACT makes no attempt to use the functionality already present in Word
(bookmarks, properties, merge) but instead wrote their own half-baked
'field' methods and even their own document format. If you know any VBA,
it's easier to work the other way round: through VBA you can access the ACT
database and retrieve any details you like, add the document to the contact
history, etc.

"Goal Tender" <GoalTender@discussions.microsoft.com> wrote in message
news:DBC88215-A30F-422F-B592-419D624AB0E5@microsoft.com...
> My system is running XP Pro and MS 2003.
> Has anyone interfaced the Customer relations Management software, ACT to
WORD 2003?
> I have not been able to utilize this interface. With the interface I can
auto write letters to a prospect or customer that is in my ACT data base.
> --
> The Goal Tender



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