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OAKMerge Standard
OAK!Merge Standard is a data import and update utility that provides field-by-field Merging of Data into Sage ACT! It's unlimited uses include conversions and updates.  Add, Update, Skip, or Delete records.  Standard version also adds  History and Notes
Compatible With: Sage ACT!, Versions
Created by:

Standard 299.00


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OAK!Merge Standard is a data import and update utility that provides field-by-field Merging of Data into Sage ACT! It's unlimited uses include Conversions, updates,  mass deletes, and  clean up of databases.  Update sales info in Sage ACT! with mainframe data matching on customer number, Update sales territory matching on zip code, import trade show or web leads,  or update lead status from Remote Sales Reps.
 
• Add, Update, Skip, or Delete records from  these "updateable" tables: Contact, Group,  or Company.  Match on one or more fields,  if updating is desired
• Append data to Notes and History; while  linking them to Contacts, Companies, Opportunities, or Groups. Link on the Name or a custom field: OAKMergeID.
• Read data from Delimited fields: CSV or TAB
• Use with unlimited number of ACT! Databases
• Updates ONLY the Sage ACT! fields you specify. All other Sage ACT! data remains unchanged. 
• Allows constants or transformations to be done as part of mapping the data
• Adds Contacts to be members of static groups
• Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings
• Profiles also allow saving Source files, Target files, and logins;  as well as the mapping

Product ID: OAKSTD

Industries: Banks & Credit Unions, Investment, Securities, & Holding Companies, Insurance, Education, Healthcare Facility Management, Hospitals, Appliances & Electrical Equipment, Broadcasting & Communications, Electronics & Computers, Scientific & Research Equipment, Software Consulting & Development, Higher Education & Training, Commercial Transportation, Non-Industry Specific

Business Needs: Budgeting, Contact Management, Practice Management, EDI - Electronic Data Interchange, Pricing, Subcontractor Management, Campaign Management, Direct Mail, E-mail/Direct Mail, Forecasting, Sales Person Commission