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Duplicate Contact Wizard Expert

This wizard will merge duplicate contact records in an ACT! database.

$149.99

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:
ACT! or ACT! Premium 2008 (ver10.0.2) to 2010 (ver12.0)

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