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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 and Pro versions accept ACCESS MDB or EXCEL XLS including links to external ODBC data
- 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 features Roadmap for Versions:
There are 4 versions of OAK!Merge. Basic, Standard, Advanced and Pro. 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
- Pro version includes ACT! custom tables and ACT! to ACT! merges. $449
OAK!Merge! supports an unlimited number of ACT! 10, ACT! 11 and ACT! 12 databases.


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$149.00 -- Basic
$299.00 -- Standard
$399.00 -- Advanced
$449.00 -- Pro
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*Requires:
Adobe
Acrobat Reader
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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
ACT! 12 / 2010
Technical
Support
provided by E Tech Systems Inc.
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