The cart is empty

Duplicate Remover Wizard Expert

box-thin-standalones-duplicatewizard
Featured Products

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.
USD149.99USD $149.99 each
12 items in stock
Add to cart
Downloads Trial

Specifications

10-Day
Perpetual
Act v19, Act v20, Act v21
Act! for Windows
Vendor logo
Patricia Egen Consulting
423-875-2652

Not sure what you're looking for?

Do you want to get Act! optimized for your needs? Don't know what AddOns are available, or which ones are best for you? Do you want to talk to a real person, who actually knows what they are talking about?

We have been providing Act! solutions since version 1.0. Call or email us today.

Get in touch

Operating hours:
Monday - Friday / 9AM - 5PM (EST)

(833) 4ADD-ONS
info@actaddonshop.com