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...

Defect: final Review Merge Results page not always appears

Posted on September 14, 2011 by oakadmin

After a large import or some slower PCs, the final merge results page does not always appear. The Merge DID complete, but OAK!Merge could not display the results. OAK!Merge appears to be stuck. This was tracked to defect in the progress bar being displayed and was fixed in the 14. 3 beta release. It will be out in the 14.4 release.

OAK!Merge 14.1.0 Released

Posted on August 25, 2011 by oakadmin

OAK!Merge 14.1.0 is out of beta. It supports ACT 2012. Users of previous versions of OAK!Merge can get special upgrade pricing to move up to Version 14. Email [email protected] Version 14 also adds the new key words for $ROW$ $DATE$ $USER$. these are additional Reserved Key Words to $BLANK$ that was added in 13.3.3 to force a blank into a field. Key words are available for special situations to change the target field. They may be used in the source file as data or as a constant in th...

OAK!Merge 13.3.3 Released

Posted on June 7, 2011 by oakadmin

OAK!MERGE 13.3.3 update is out. It includes a new look with new graphics and manual, new transformation features to BLANK target fields, support for Office 2010 Excel and Access and more...

OAK!Merge 13.2.0 Released

Posted on December 9, 2010 by oakadmin

OAK!Merge 13.2.0 is released. It includes the new Enterprise version, command line options for logging, and a bug fix for deleting records selected for deletion. The new Enterprise version includes the SalesForce Data Migration Kit for converting a SalesForce database into ACT! The command line options for logging allow users running unattended merges to select the logging level they desire for each merge. The Logging Level Switch is optional. The default level is “Full”. The default level...

OAK!Merge 13.2.0 is out of Beta and in limited release

Posted on December 1, 2010 by oakadmin

OAK!Merge 13.2.0 is out in limited release while we finish the documentation. It includes the new Enterprise version, command line options for logging, and a bug fix for deleting records selected for deletion. The new Enterprise version includes the SalesForce Data Migration Kit for converting a salesforce database into ACT! The command line options for logging allow users running unattended merges to select the logging level they desire for each merge.

Q & A: Deleting Contacts

Posted on November 15, 2010 by oakadmin

Q: How do you delete Contacts from a database? A: Create a source file or do an ACT to ACT merge where you can match on one or more fields in the contact that will uniquely identify the contacts you want to delete. Usually Contact name, company name, and address would work well for example. The minimum is one matching field. Then, for execute options: select DELETE if they match and SKIP if they don't match. Remember to do backup first, there is no "undo"; and always do a REFRESH after m...

Converting from SalesForce to ACT! / new Enterprise edition of OAK!Merge

Posted on November 3, 2010 by oakadmin

Converting from SalesForce to ACT! just got a lot easier. November 3, 2010 e Tech announced the new Enterprise edition of OAK!Merge which includes a SalesForce Migration Kit. This new version of OAK!Merge is being announced and demoed this week during Perfecting ACT! in Scottsdale, AZ. Alan Lee and Stan Smith collaborated on this new version of OAK!Merge. The SalesForce Migration kit easily converts key information from SalesForce to ACT! Allen Duet, of Sage, expects many users who try...

OAK!Merge Version 12.4.3 update is released

Posted on July 7, 2010 by oakadmin

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.

Q/A: How Can I update the record manager field

Posted on July 6, 2010 by oakadmin

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...