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PRODUCT | OAK!Merge!
 Field-by-Field merge
of ASCII data into ACT!
- Update any of ACT!'s "updateable" Contact, Group, Company, History or Notes, Opportunities, and Activity Fields from input file. Match on one or more fields.
- BASIC and Standard version support TEXT/ASCII input files. May be comma-separated values ("CSV" from Excel, etc.) OR tab-delimited. Advanced version accepts ACCESS MDB or EXCEL XLS
- Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged
- Adds Contacts to static groups
- Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later
- Allows saving Source files and Target files as profiles
- Set preferences to control whether or not ACT! data is updated when a match occurs and whether or not to add a new ACT! Contact or Group record when no match occurs
- Log file documents the merge specifications and which records were changed or added.
- Use the simple OAK!Merge! Wizard to set up and test the merge specifications
- Unlimited uses: Update sales $ with mainframe data matching on customer number, Update sales territory matching on account number, salesperson, zip code, etc...
OAK!Merge 11 Features Roadmap for Versions:
There are 4 versions of OAK!Merge. 3 versions are released : Basic, Standard and Advanced. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details.
- Basic version includes merges to Contacts, Companies, $149
- Standard version merges to notes and history, and adding contacts to static Groups: $299
- Advanced Version includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL: $399
- (Future Pro version includes ACT! custom tables and other source files OLE DB. This version is under development)
OAK!Merge! 11 supports an unlimited number of ACT! 10 and ACT! 11 databases.
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$149.00 -- Basic
$299.00 -- Standard
$399.00 -- Advanced
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DOWNLOADS
- Free TRIAL limited to 10 records per merge.
- Compare versions* Currently there are three versions of OAK!Merge! available. The PRO version is development. You can purchase any version and upgrade to any other version later. See the features roadmap to review what features are available at each version.
*Requires:
Adobe
Acrobat Reader
Click image to view
System Requirements:
- ACT! 2007 installed on the same PC, network workstation or network server Network access to the location of the ACT! database , with login ID/ password Sufficient hard disk space to store logs and exported files
Compatible with:
ACT! 9 / 2007
ACT! 10 / 2008
ACT! 11 / 2009
Technical
Support
provided by E Tech Systems Inc.
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