DetailsProduct SpecificationReviewsAdditional Documents
- This wizard will merge duplicate contact records in a Sage ACT!. The process is as follows:
- 1. Process all contacts in your data base or just the members of a specific group.
- 2. Process all companies in your data base.
- 3. Specify up to 6 fields to be used to match records to find duplicates.
- 4. Specify whether records where one or more of the match fields are blank are to be ignored.
- 5. Specify whether the matching is to be exact characters or to be fuzzy matching.
- 6. Specify whether the most or least recently modified record is the record that will be retained in full.
- 7. Selectively exclude records from the potential matches found by the program. 8. Merge fields from records to be deleted into blank fields in the record that will be retained.
- 9. If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, make note of that field and value in a note attached to the record that will be retained.
For contacts:
- Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
- Retain Company Links as contact records are merged.
- Retain Company static membership as contact records are merged.
- Retain Group static membership as contact records are merged.
- Merge custom table records to the retained Contact.
For companies:
- Retain the dynamic criteria if present in one of the company records being combined.
- Retain static Contacts.
- Retain static Opportunities.
- Retain linked Contacts.
- Merge Notes and Histories related to a Company record but not related to a Contact.
- Merge custom table records to the retained Company.
Compatible with: Sage ACT! Pro 2012 or Sage ACT! Premium 2012
Product ID: PECDRE
Industries:
Non-Industry Specific
Business Needs:
Data Cleansing
