Duplicate Remover Wizard Expert

egen-dupe-wizard-box

Product Description

Removes duplicate Contacts in Act!

This de-duplication wizard 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

Features:

   

  • 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.
  • 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.

149.99 $149.99

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Patricia Egen Consulting

Vendor Contact Details
www.egenconsulting.com
Email:
Phone: (423) 875-2652

10-Day
Perpetual
Act! for Windows