Posted on October 22, 2012 by oakadmin

OAK!MERGE 15.3.0 for Sage ACT! was released today, 10/22/12, It includes: Added Priority field as a mappable field to Activity table Updated SalesForce Data Migration Kit mappings and profiles Updated manual for SalesForce Data Migration Kit ver 15 Added shortcut to SalesForce Data Migration Kit to the Start menu in OAK!Merge program listing Added semi-automatic mode option to the SalesForce Data Migration Kit menu Added future activities attached to the Opportunities for SalesForce Da...

OAK!MERGE 15.2.0 for Sage ACT!

Posted on September 23, 2012October 14, 2016 by oakadmin

OAK!MERGE 15.2.0 for Sage ACT! was released today, 9 /23/12, It includes: 1. Bug Fix for allowing profiles and maps to be selected and not selected for use. See previous post for other Version 15 updates Users with Version 15.0 or 15.1 can update to 15.2 for free and will not have to reactivate . Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.2 over the existing installation without having to reactivate. downl...

OAK!MERGE 15.1.0 for Sage ACT! 2013

Posted on September 18, 2012October 14, 2016 by oakadmin

OAK!MERGE 15.1.0 for Sage ACT! was released today, it includes: 1. Manual updates for ACT! 2013 See previous post for other Version 15 updates Users with Version 15.0 can update to 15.1 for free. Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can update to 15.1 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com

OAK!MERGE 15.0.0 for Sage ACT! was released for data import/export

Posted on August 29, 2012 by oakadmin

OAK!MERGE 15.0.0 for Sage ACT! was released today, it includes: 1. Supports SAGE ACT! 2013 PRO Premium and ACT for Web - Server 2.Valid count for a test run is now limited to 1 or more 3. Support for updating Process and Stage fields in Opportunities. ( previous versions could Add this info when creating a new opportunity, but not update these fields) 4. Improvements in SalesForce Data Migration Kit field mapping and tasks cleanup OAK!Merge users with earlier versions will need to purchase...

Q & A: Is match criteria comparison case sensitive?

Posted on April 16, 2012 by oakadmin

Q: Is match criteria comparison case sensitive? A: After 14.5.0 Yes There was some logic prior to 14.5.2 to make matching ignore case, that was removed to allow true matching.

Q & A: on Products for Opportunities

Posted on April 2, 2012 by oakadmin

Q: Can you update existing products in the products table? A: Yes, you can match on a field or fields and update it. One method would be to export all the products, update any of the fields (Name, ItemNumber, Cost, Price) the import back in matching on the Record ID (GUID). Note that custom fields in the Product table are NOT yet editable via OAK!Merge Q: Can you update existing products in an Opportunity? A: No, you can only append new products to an Opportunity; one per merge. You cannot upda...

OAK!MERGE 14.5.2 for Sage ACT!

Posted on March 15, 2012October 14, 2016 by oakadmin

OAK!MERGE 14.5.2 for Sage ACT! was released today, it includes: 1. Manual updates with some new examples 2. Improved wording for mapping LINKS to other tables 3. Bug fix for MATCHING correctly on a field with a period in it 4. Improvements in SalesForce Data Migration Kit field mapping. Users with Version 14 or later can update for free. Users with earlier versions will need to purchase a version 14 license. Users with Version 14 or later can update over the existing instal...

OAK!MERGE 14.4.7 for Sage ACT!

Posted on February 8, 2012October 14, 2016 by oakadmin

OAK!MERGE 14.4.7 for Sage ACT! was released today, it includes: 1. New export capability 2. Creates divisions for company hierarchy 3. Creates sub groups under groups 4. Exports record GUIDs 5. Uses GUIDs in Linking one entry to another 6. New transformations and more User with Version 14 or later can update for free. Users with earlier versions will need to purchase a version 14 license.

Bug: Record manager blank causes record to not be updateable

Posted on February 2, 2012 by oakadmin

If a MY RECORD for an USER has a blank contact field; then NO updates to any record manager fields will occur. No error message is returned. This can also be described as ACT users must have Contact names Status: reproduced in 14.1 and 14.4 beta ACT! requires a contact name when you create a new user and does not let you errase it in the detail screen, but apparently there is someway to have a blank one. See below. Below has a space to illustrate how it looks.

Bug: Review Merge Results Page not displaying

Posted on November 5, 2011 by oakadmin

The results of a merge are normally shown on the Results page. That page is an HTM page in the logs folder that can be reviews later. Know Bug: The HTM file may not be displayed after a large merge. The XML page is not properly processed to build the HTM results page. The merge was completed but the results were not displayed. This was due to a problem with the progress bar being displayed and was fixed in 14.3. Below is what is NOT displayed on some large imports on fast machines. Stat...