Sage ACT! Export to Word Template - Dropdowns and Logic After Merge

  • Status Closed
  • Budget $250 - $750 USD

Project Description

I need to have a microsoft word template (.ADT file) that can:

1) receive a mailmerge from Sage ACT! fields

2) can handle multiple dropdowns (within word)

3) can handle "IF statements"

The dropdowns need to have variables that can be easily changed: (ie.. Model 1, Model 2, Model 3 .... ) or state specific language (ie. "the strategy is income", or "the strategy is capital appreciation".

The "IF statements" logic would state something like, "IF ACCOUNT1ISBLANK then "

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