This wizard will merge duplicate contact records in an ACT! (Kopie 1)

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)



Click here to tip a friend about this page!
© CRMADDON   -   TYPO3Telefon: 08282 - 800400   -   E-Mail: info@crmaddon.com

Your One-Stop CRM Solutions -

More Productivity, less Products

Mass duplicate contact removal for ACT!

- merge duplicate records based on user-selected criteria

Deutsch
English
Français
Español

You are here:  Products > ACT! > Duplicate Wizard > DCR Expert