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Excel Quote-Invoice Maker

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Creating a bi-directional template

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Converting an existing document into a template

Location of the menu items added to Excel by the add-on

Excel Quote-Invoice Maker adds several menu items to Excel whether you are editing a template or viewing a merged document.

  • Excel 2007 and higher forces the custom commands to a special location so they are all grouped under the Menu Command group of the Add-Ins menu.

  • The menu items added to Excel when viewing a merged document only
  • In earlier versions of Excel, the items are added to different menus
    • The Save as Excel Templates for ACT! command is under the File menu (when editing a template only)
    • The ACT! Mail Merge Fields... command is under the Insert menu (when editing a template only)
    • The Save As and Update ACT! History... command is under the File menu (when viewing a merged document only)
    • The Transfer Mapped Data to ACT! command is under the Data menu (when viewing a merged document only)

PREVIOUS TOPIC
Creating a bi-directional template

NEXT TOPIC
Converting an existing document into a template

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