Question: can I use field mappings in any version of OAK!Merge?
Answer: yes, field mappings are included in Basic and up versions.
Note: In the Basic version you can save and use mappings. This is not the same as saving and using profiles. Mappings are only the field mappings. The profiles include the mappings AND the log-in/password, type of source and file name. Profiles are required for unattended automated merges. Profiles are not included in Basic.
If you create and reuse field...
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Author: oakadmin
media alert: OAK!Merge for Infusion announced
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OAK!Merge Ver 11.1.4 released
OAK!Merge Ver 11.1.4 released. It Supports ACT 9, 10, and 11. Bug and usability enhancements were included.
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OAK!Merge Ver 11.1.1 released
OAK!Merge Ver 11.1.1 released with bug fixes.
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OAK!Merge Ver 11.1.0 released
OAK!Merge 11.1 is out of beta and released. It supports ACT 10 and 11, Not ACT 9. A later upadte it planned for ACT 9 support to be included.
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ACT!PAK! The Excel transfer option is missing???
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...
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Advanced Version of OAK!Merge released in 10.3.5
A new Version of OAK!Merge is released today, the Advanced Version, is active in version 10.3.5 and later.
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 ...
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ACT!PAK Error Transfering Data to Excel
Q: How can I troubleshoot an error in ACT!PAK when I try to transfer notes and history from ACT 6 into Excel or ASCII text??? Error code from ACT!PAK is
"ACTPAK encountered an ERROR Transfering records to Excel(20): Method '~' of object '~" failed"
A: Always backup your database before doing any mainteance or exporting. It is always good to do a test transfer of the data from the ACTdemo database to make sure that will work before repairing at your production database,
If you can't expo...
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Q/A:Will OAK!Merge 10 work with ACT 2009 (ver 11)?
Q: Does OAK!Merge 10 or 9 work with ACT 2009 (ver 11)?
A: No, you need to upgrade OAK!Merge to Match the version of ACT you are using
If you install ACT! 11, OAK!Merge 10 will install and startup, but can not access the newer database structure/schema. You will get an error saying
"Cannot open connection to a merge destination"
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Q/A:When will OAK!Merge Advanced Version be out?
Q: When will OAK!Merge Advanced Version be out?
A: The Advanced Version is being beta tested now. Version 10.3.4 is in beta since 4/1/08 and will go public as 10.3.5 in Sept/October
The features in the Advacned version are listed in the product roadmap at
http://www.oakpro.com/OakMerge10/Features_roadmap.htm
They include merging Opporutnites, Activities; using Excel or Access as a source, and unattended operation.
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