OAK!MERGE 15.4.0 and SalesForce Data Migration Kit 15.4.0 for Sage ACT! was released today 1. Added last execute date from unattended merges to update standard user interface (UI) 2. Fixed bug: Match and Delete Opportunities 3. Fixed Bug: Sales Process is now updatable 4. Fixed Bug: Notes linked only to an Opportunity will now export 5. Updated email activation email to firstname.lastname@example.org See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.4 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com
Q: How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing…..??? What you need to transfer info such as the notes and history from ACT 6 to Excel is the transfer option. It is standard with ACT!PAK. It will look like this when turned on : A: If you don’t see Excel Transfer option, it is usually because of 1 of 2 issues. 1. You don’t have Excel installed on this PC 2. You did not select Excel as your spreadsheet when you installed ACT!PAK Troubleshooting: You can select Excel as your spreadsheet under the Preferences/ Spreadsheet Mapping Menu option See attached screen shot for an example . Another option is you could uninstall and reinstall ACT!PAK, selecting EXCEL as your spreadsheet program during the install.