I am an ACT! user for 10 years, this DL template editor is too complicated for me! The posts I am reading and the instructions from the manual do not match the prompts in the pull downs that I am seeing in version 3.2.1. Is there a simple way to do this merge? I have created a form which gives 8 items referring to a guest reservation, number of guests, unit #, dates that I would like to merge with a letter (or report?)template. Help! In ACT! I could set it up in 5 minutes. Where is the glossary for all of the developer terms you are using? A complete user manual?

The Daylite Developers Kit, http://www.marketcircle.com/daylite/developers.html
will give you lots of information on this. It's a bit complicated, but once you get the hang of it, it's not too bad. The trick is pointing to where the data of the form is hiding. I can't remember where I found it now, I don't do enough of this, but I'm sure someone will post here that knows more than I. It's a great community and the answer will come.

Here's a thread with some info on merging form data into letter templates (not "reports" or "print layouts" which I haven't gotten deeply enough into to figure out getting form data in)...

http://forums.marketcircle.com/eve/forums/a/tpc/f/6441090623/m/3651093073

I, myself, have just started inputting my "owners" into my new DL database and wanted to be able to run various reports; owners by sale date, upgrade reports, number of owners, etc. However, when I went to create a report, it was SO complicated that I have given up on the several occasions I've tried to do it. I, too, have watched the movies and they don't display the same fields or windows as I have on my program. Neither do the manuals give good step by step instructions or examples for reports. The reports feature is why I settled on DL from all the others I'd reviewed! I guess I just assumed that the feature would be user friendly. Any input here would be very appreciated. I am believing that once I get the initial gist of it, it will be a piece of cake. So, is there anywhere that has simple instructions on how to create a report that queries the database and only pulls certain data to display?