Duplicate Remover Wizard Expert

Removes duplicate Contacts in Act!

This deduplication wizard will merge duplicate Contact Records in Act!. The process is as follows:

• Process all contacts in your database or just the members of a specific group.
• Process all companies in your database.
• Specify up to 6 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 matching is to be exact characters or to be fuzzy matching.
• Specify whether the most or least recently modified record is the record that will be retained in full.
• Selectively exclude records from the potential matches found by the program.
• 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.

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Features:

     

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• Process all contacts in your data base or just the members of a specific 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 criteria if present in one of the company records being combined.
• Retain static Contacts.
• Retain static Opportunities.
• Retain linked Contacts.
• 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.
• 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 and Group static membership as contact records are merged.

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Expert $149.99 -- 1 User
Discounts for 10+ copies

FREE TRIAL

• Free TRIAL
  Dedups two records then stops

System Requirements:

• Windows XP or Newer
• 1 MB free hard disk space
• Works with versions of Windows that are Act! supported.

Compatible with:

• Act! 10 / 2008 and Newer
• BASIC VERSION available for older Act! versions. Please call.

Technical Support

• Provided by Patricia Egen Consulting