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PRODUCT | Duplicate Contact Wizard

Duplicate Contact Wizard
Removes duplicate Contacts in ACT!

Duplicate Remover Expert Wizard box shotThis deduplication wizard, which comes in two different versions -- Basic and Expert -- 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.

Basic Version:

  • 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.


Expert Version:

  • Same as BASIC plus:
  • 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.

Screen shots
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Expert

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Basic

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Other products by Patricia Egen Consulting:

Advanced CopyFields Wizard

Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions – you can not work with any Act! system fields.

Advanced Delete User Wizard

Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.

Company Wizard Plus

Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn’t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Expert Wizard

Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc.  Search on up to 6 fields for dups. FREE TRIAL

Fields and Tables to Excel Wizard

Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.

Secondary Contact Wizard

Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.

 

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$149.99/Expert -- 1 User
$69.99/Basic -- 1 User
Discounts for 10+ copies

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DOWNLOADS

  • Free TRIAL -- the trial will dedup two records and then stop

System Requirements:

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

Compatible with:


BASIC VERSION
ACT! 7 / 2005
ACT! 8 / 2006

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

BASIC VERSION DOES NOT SUPPORT ACT! 2013 OR NEWER

 

EXPERT VERSION
ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

ACT! 15 / 2013

Act! v16

 

Technical Support
provided by Patricia Egen Consulting

 

 


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