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...
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OAKMerge
OAK!Merge Version 12.4.2 update is released
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
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Version 12.3.0 Released
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 ano...
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OAK!Merge 12.2 is released
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.
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Sample command line to run unattended
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
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Version 12.1.1 released for OAK!Merge
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.
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Q/A mappings vs profiles
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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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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