Same as Basic and Plus, plus addtionaly:

• Process all contacts in your data base or just the members of a specfic group.
• Process all companies in your data base.
• Specify up to 6 fields to be used to match records to find duplicates.
• Specify whether the matching is to be exact characters or to be fuzzy matching.

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 critera if present in one of the company records being combined.
• Retain static Contacts.
• Retain static Opportunities.
• Retain linked Oontacts.
• Merge Notes and Histories (Notes and Histories that are related to a Company record but not related to a Contact record).
• Merge custom table records to the retained Company.

System Requirements

From ACT! 2008 (ACT! 10) to ACT! 2012 (ACT! 14)

From ACT! 2008 (Premium) to ACT! 2012 (Premium)