Duplicate Remover Wizard Expert

Removes duplicate Contacts in Act!

This de-duplication wizard will merge duplicate Contact Records in Act!. The process is as follows:

• Process all contacts in your database or just the members of a specific group.
• Process all companies in your database. Specify up to 6 fields to be used to match records to find duplicates.
• Specify whether records where one or more of the match fields are blank are to be ignored.
• Specify whether the matching is to be exact characters or to be fuzzy matching.
• Specify whether the most or least recently modified record is the record that will be retained in full.
• Selectively exclude records from the potential matches found by the program.
• Merge fields from records to be deleted into blank fields in the record that will be retained.
• If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, make note of that field and value in a note

Features:

• Process all contacts in your database or just the members of a specific group.
• Process all companies in your database.
• Specify up to 6 fields to be used to match records to find duplicates.
• Specify whether the matching is to be exact characters or to be fuzzy matching.

For contacts:

• Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
• Retain Company Links as contact records are merged.
• Retain Company static membership as contact records are merged.
• Retain Group static membership as contact records are merged.
• Merge custom table records to the retained Contact.

For companies:

• Retain the dynamic criteria if present in one of the company records being combined. Retain static Contacts.
• Retain static Opportunities.
• Retain linked Contacts.
• Merge Notes and Histories (Notes and Histories that are related to a Company record but not related to a Contact record).
• Merge custom table records to the retained Company.
• Specify up to 5 fields to be used to match records to find duplicates.
• Specify whether records where one or more of the match fields are blank are to be ignored.
• Specify whether the most or least recently modified record is the record that will be retained in full.
• Merge fields from records to be deleted into blank fields in the record that will be retained.
• If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, make note of that field and value in a note attached to the record that will be retained.
• Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
• Retain Company Links as contact records are merged.
• Retain Company and Group static membership as contact records are merged.

Note: This wizard is only compatible with the desktop versions of Act! (not Act! Cloud/Web)