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Online Doc Support Features Roadmap OAKMERGE Screen Shot 2 Download Ver 10 Online-Ordering
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OAK!Merge Version 10
for ACT! 2008 and ACT!
2007
Field-by-Field merge of 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 10 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 10 works with ACT 9
and 10, but not ACT 11. OAK!Merge 11 will be out soon. OAK!Merge
11 supports ACT 10 and ACT 11.
Download
a trial copy ( Current
released version is 10.3.5) or
Order Online
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