OAK!Merge Version 12.4.3 update was released today. It has improvements to the error/warning handling for unattended merges. If you have a “Click Here” message in your profile, such as no match fields are defined, the unattended merge will continue. This release will also install over 12.4.2 without losing the activation status, so you don’t have to save the LF file before updating.
Setting or Updating the record manger field was added in 12.3.0 All versions support it: Basic to Pro. If you don’t specify a record manger in the merge source file for a row, OAK!Merge will use the default; which is the user name you use to log into the database with, in OAK!Merge. The record manager names you use, must be users in the ACT database. They can be inactive users The text to use for a record manger name is the exact “User Name” as displayed in the TOOLS, MANAGE USERS dialog box in ACT!
OAK!Merge will update or add the data to a new record if the field has a pull down menu. We tested with ACT 12 and OAK!Merge 12.4.2. Data is updated regardless of whether or not items are in the pull down menu. Even if the field was set to “limit to list”; it will be updated. Consider City and State fields. They have pull down menus. If your data has cities or data for the state field that is not in the pull down, it will still be added or updated by OAK!Merge. See screen shots below for a test merge into the ACT Demo database.
OAK!Merge Version 12.4.2 update is out The key new feature is linking history, notes, opportunities, custom table info, and activities to Contacts, Companies, and Opportunities by a special custom field: OAKMergeID. The manual has been expanded with new examples, sample merge files, and full index. Download at http://www.oakpro.com/downloads/OakMerge12.zip see screen shot of mapping options above Get more info at www.oakmerge.com
Delete the file with the mapping name in the Profiles folder It is normally at C:\E Tech Systems\ACT\OAK!Merge 12\Profiles Alan _________________________________________________________ OAKPro Support Team www.oakmerge.com or www.oakpro.com email@example.com From: Dion Sent: Wednesday, June 16, 2010 10:32 AM To: firstname.lastname@example.org Subject: How to delete an existing mapping in OakMerge! How do I delete a mapping?
Version 12.3.0 update is out. The current version of OAK!Merge is at Version 12.3.0 update is out. The current version of OAK!Merge is at http://www.oakpro.com/downloads/OakMerge12.zip UPDATE SUMMARY: – USER table support – Update record Manager – Office 2007 Excel/Access support – Link to opportunities – User interface improvements OAK!Merge 12.3.0 adds the ability to import users into ACT. Since it supports ACT to ACT merges too, this means you can MOVE users from one database to another. Note: passwords in the target database are set to blank in this type of a merge. We also added the ability to record manager on imports. This is very useful on contacts, history, note, or opportunity imports. 12.3 now supports Office 2007 versions of excel and access as sources. Since opportunities are now top level entities, you can not link activities and history to opportunities as well as contacts, companies, and groups. User interface… read more →
Subject: Questions about OAK!Merge How can I identify Contacts that are in 2 ACT! databases? i.e. find the dups? ———- ANSWER OAK!Merge can update a field, or add contacts to a group, for all the contact records that are in both databases. You can pick the fields to match on to determine if they are dups. Example: Assume you have • Database S with 15,000 contacts (the Source database) • Database T with 8,000 contacts (the Target database) • 2,000 of the contacts in Database T have exactly the same Contact Name, Company, and City as in Database S • You can use OAK!Merge to UPDATE a field in Database T of the 2000 dups to indicate it is also in Database S or you could add the 2000 contacts to a GROUP in Database T or both. You can use the Pro version of OAK!Merge to do an ACT… read more →
OAK!Merge 12.2 is released 1/10/10. It now writes to Secondary Contacts. The Pro Version has been out since Oct 2009. The feedback has been great. The new ACT 12 opportunities and products are working fine. The new PRO version also does ACT! to ACT! merges and appends data to CUSTOM TABLES.
Sample Run_OAKmerge.bat with Remarks to display as it runs rem batch file to run a merge from a stored profile in OAK!Merge called batch44 “C:\E Tech Systems\ACT\OAK!Merge 12\OakMerge.UI.ACT” batch44 rem “All Done- log files with results are in C:\E Tech Systems\OAK!Merge 12\Logs” rem rem remove the pause below to run unattended from a scheduler Pause
Version 12.1.1 released for OAK!Merge is released. It supports ACT! 9,10, 11 and 12. It also has support for Custom Tables and ACT! to ACT! Merges. The Features Roadmap was updated with versions and features here.