Q & A: on Products for Opportunities

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...
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OAK!MERGE 14.5.2 for Sage ACT!

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...
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Bug: Record manager blank causes record to not be updateable

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.
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Bug: Review Merge Results Page not displaying

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...
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OAK!Merge 14.3.0 out in Beta Release, demonstrated at Perfecting ACT!

October 27 to the 30th ,  2011 at the Perfecting ACT! conference at the Scottsdale Plaza resort in AZ we demoed the new OAK!Merge 14.3 with export capabilities.  Now in addition to importing, updating , and deleting info from ACT; you can export.  The export capability is to dump out all the fields of an entire table to text delimited CSV.   For example, the EXPORT feature will export all the contacts, notes, and history in 3 executions; one per table.  The notes, history, activity EXPORTS all ...
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OAK!Merge 14.1.0 Released

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...
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OAK!Merge 13.2.0 Released

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...
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