If you have installed the Momentus Enterprise Office Add-In and you cannot see the Select Template Wildcards button (the button which allows you to add merged fields from the software, such as First Name, Last name, email address), verify the below:
- Open a new Word document.
- Select the File tab.
- Select Options. The Word Options screen opens.
- Select Trust Center.
- Click Trust Center Settings. The Trust Center window opens.
- Click Macro Settings.
- Select Disable all macros except digitally signed macros.
- Check Trust access to the VBA project object model.
- Click OK.
Comments
8 comments
Still doesn't work. Any other suggestions?
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Is the toolbar not showing at all? Or is the wildcards icon simply grayed out?
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Simply grayed out.
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Here are a couple of common issues;
-You started a new Worddocument directly from Word (this will not work, you need to create the word document in Ungerboeck)
-You didn't tick the "merge" box in Ungerboeck
-Your default Word document is .doc (it needs to be .docx)
Any of that sort your problem?
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Hi Lee, I've just implemented the Offie Add Inn. Where can I find the "merge"option . All other items are ok.
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Hi, I found it. You have to Add the document in the Account Template folder.
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How do you find where the Wildcards connect to each area of an Event or other Subject areas??
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All wildcards that you see are just columns you can show on the subject. It is dictionary enabled so its the same name you would see on the layout or as a grid column. Not every column can be a wildcard. EX: A column with UDF to show a link you can click in back office. Things like that are filtered out when it doesn't make sense.
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