I am trying to create a quote template in Word as the formatting required is a bit beyond the Maximizer Word Processor capabilities.
I followed the instructions; opened up Maximizer, opened up word and used the merge fields icon on the toolbar to insert my merged fields. However, it won't let me insert fields when I am in the contact Window (which is where I usually am when I want to write something to a particular person). If I go into the address window I can get merge fields in. However, it inserts the details for the record I am on. Even if I scroll through records it doesn't change. It seems to be taking the value and dropping it in, not inserting the merge field which is what I need for a template. I am using Maximizer Enterprise 7.5, Windows XP and Office 2000. I can't help thinking I am doing something dumb here - this used to work under Max 5.5, Windows 98 and Office 97. If I open up my old templates from there, they work fie under the current configuration, but I can't add any new merge fields to these.
Any advice much appreciated.
Thanks
Zarina
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