Hi. This is a 'How do I' question and I am a first timer to this (or any) forum.





How do I use a standard template (it's for a phone script) and then add in through some type of merge feature, the personal details such as Name, Anniversary date, Adviser name, Products etc for each client by filling in a pop-up type box with these details and then these details automatically populating the sections of the template where they are relevant? I know it's possible, I've done it before but over 10 years ago. Please help. Thank you