Enhancements included in OAK!Merge 18.1.1 Supports the new ACT v18: PRO, PREMIUM, and Web versions and Act! Essentials Cloud version First OAK!Merge version to support Importing and Exporting to the Act! Essentials cloud version including the Contacts and completed activities. Add new contacts, Delete, or update info in existing contacts. Add completed activities to existing contacts. Export all the contacts or completed activities. Delete History and Notes entries. Allows deleting...

OAK!MERGE 17.2.2 for ACT! was released 9/22/15 Release Notes Summary OAK!Merge 17.2.2 is out and has one bug fix This release fixes a bug in History and Notes Exports if “RFT to TEXT” transformation is used. In OAK!Merge 17.1.2 and 17.2.0 the “RFT to TEXT” transformation is skipping data in some rows. Some plain text details do not get transformed. This resulted in a few contacts that had some plain text only info in the History details field, may have had some history details data n...

OAK!MERGE 17.2.0 for ACT! was released 7/12/15 Release Notes Summary OAK!Merge 17.2 is out and has some new features including the following: Supports ACT 17.2 release as a free update to OAK!Merge 17 users. Any user running ACT 17.2 will this OAK!Merge 17.2 update or later. Added support to import files to the Documents TAB. You can now add attachments that are listed on the documents tab. These are attachments, not shortcuts or links. Added 3 Change Mode buttons on the “Select...

Enhancements included in OAK!Merge 17.1.2 XML format is supported for both imports and exports. Imports must be a simple data set. An XML file for use as a source may have more than one table, but only one may be selected to be use during a merge. This is similar to picking which table or query to use in an ACCESS database or which worksheet in an Excel workbook. The XML format is an XML table. Filtered Exports now limit the export to the info linked to contacts in a group called OAKM...

Enhancements included in OAK!Merge 17.1.1 Supports the new ACT v17: PRO, PREMIUM, and Web versions Export the Group Names linked to contacts and opportunities. This adds a new field to the contact and opportunity table exports called __Groups__ This new field contains the comma delimited names of the all the groups each contact or opportunity is a member of. Both Static and Dynamic group memberships are included. Allows a double-click to open file dialog box or select the mapping to u...

OAK!MERGE 16.1.1 and SalesForce Data Migration Kit 16.1.1 for ACT! 16 (2014) was released today Enhancements included in OAK!Merge 16.1.1 Added “Number of rows to skip” to the run options. This allows you to not start at the first record. See image below Support for UNC paths to Source or Target files. In addition to mapped drives such as X:\data\source.xlxs you can now use a UNC path such as\\SERVER48\Data\Contacts_10.csv Improvements to the used interface (UI) such as the s...