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The ACT! Database Deduplication Wizard
 Merge
duplicate contact records
Situation
Your ACT! Database has duplicate record entries for individual customers.
You would like to merge the information from the duplicates to make a
single contact record for each customer.
Solution
The ACT! Database DeDuplication Wizard will merge duplicate contact records.
All notes, activities, sales and group membership information of duplicate
contacts can be merged into a single unique contact. With the Deduplication
utility, all Contact data can be merged on a field-by-field basis.
For example, if one of the duplicate contacts has a phone number, and
the other a fax number, the resulting contact will have both a phone and
a fax number. If both contacts have data in a field, the data from the
most recently edited contact will remain.
How do I install the ACT! Database Deduplication Wizard?
You should have received a file called DbDeDuper install.exe. This file
is a self-extracting installer. Simply double-click the DbDeDuper install.exe
to start the installation. Read each screen carefully, and follow the
prompts to complete the installation.
How do I use the ACT! Database Deduplication Wizard?
The ACT! Database Deduplication Wizard uses the duplicate matching criteria
in ACT! to determine if records are duplicates. To check your database
for duplicate records, open ACT! and choose Scan For Duplicates from the
Tools menu. The contacts in the resulting lookup are duplicate records.
To change your duplicate matching criteria in ACT!, choose Define fields
from the Edit menu, and select the Advanced tab. On the right side in
the "Match Duplicates Using" section there are three field-selection
boxes, allowing you to choose which fields you would like to match duplicates
on. In each box, choose a field that you would like to scan, then click
OK. For more information on Scanning for duplicate records and setting
matching criteria, please see Chapter 20, "Performing Database Administration,"
in the User's Guide.
If your ACT! database has duplicate records that you want to merge, run
the Deduplication Wizard:
1. From the Start menu, click Programs, point to ACT! Database Services,
and choose DbDeDupe.exe.
2. Click Next.
3. Click Browse to select a database, then click Next.
4. Log in to the database (if required). You must have at least Standard
Level security to run the DeDupe Wizard.
5. Review the screen to verify that the duplicate matching criteria
are correct and the correct number of duplicates were found. Then click
Next.
6. Select which types of data you would like to merge to the resulting
contact. Then click Next.
7. Select your group membership preference (Note that transferring group
membership information may take some time). Then click Next.
8. Review the screen to verify your selections. Click Finish if they
are correct, click Back to change them.
9. The database will be backed up and deduplicated. Click Exit to end
the program.
FAQ:
Q: Who do I call to get help with the Database
Deduplication Wizard?
A: We do not provide free support for this
product. ACT! Technical Support does not support usage of this add-on.
If you have problems or need assistance with the Deduper, fee-based support
is available from ACT! Database Services. For more information on these
consulting services, send an e-mail message to dbservices@act.com.
Q: I ran the Deduplication Wizard and some duplicate
contacts were not merged. Why?
A: You probably have duplicate contacts that are marked as My Records.
My Records cannot be deleted, and will therefore they will not be merged.
Other Products by Sage Software
Account Number Wizard —Automatically
create ID numbers for contacts based on dropdown lists and values that appear
in fields.
ACT!Alert —Quickly attach
editable POPUP messages to contacts in your ACT! Database
ACT! Database Deduplication Wizard
—This wizard will merge duplicate contacts in your database.
Attachment Migration Wizard
—Change the path of attachments stored within ACT!.
Touched Wizard —Create a group
of contacts that have had any of their data modified in a timeframe you select.
Untouched Wizard —Create a
group of contacts that have not had any types of records modified based on
a timeframe you select.
Technical Support Information
Sage software
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