Interfacing WORD 2003 to the ACT CRM database

G

Guest

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.
 
J

Jezebel

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 said:
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.
 

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