This wizard will merge duplicate contact records in an ACT!
The process is as follows:
- Specify up to 5 fields to be used to match records to find duplicates.
- Specify whether records where one or more of the match fields are blank are to be ignored.
- Specify whether the most or least recently modified record is the record that will be retained in full.
- Merge fields from records to be deleted into blank fields in the record that will be retained.
- 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.
- 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
System Requirements
ACT! 2005 - 2010
ACT! Premium 2005 to 2010
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