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.
Q: How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing…..??? What you need to transfer info such as the notes and history from ACT 6 to Excel is the transfer option. It is standard with ACT!PAK. It will look like this when turned on : A: If you don’t see Excel Transfer option, it is usually because of 1 of 2 issues. 1. You don’t have Excel installed on this PC 2. You did not select Excel as your spreadsheet when you installed ACT!PAK Troubleshooting: You can select Excel as your spreadsheet under the Preferences/ Spreadsheet Mapping Menu option See attached screen shot for an example . Another option is you could uninstall and reinstall ACT!PAK, selecting EXCEL as your spreadsheet program during the install.
A new Version of OAK!Merge is released today, the Advanced Version, is active in version 10.3.5 and later. OAK!Merge 10 Features Roadmap for Versions: There are 4 versions of OAK!Merge. 3 versions are released : Basic, Standard and Advanced. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details. Basic version includes merges to Contacts, Companies, $149 Standard version merges to notes and history, and adding contacts to static Groups: $299 Advanced Version includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL: $399 (Future Pro version includes ACT custom tables and other source files OLE DB. This version is under development) OAK!Merge 10 works with ACT 9 and 10, but not ACT 11. OAK!Merge 11 will be out soon. OAK!Merge 11 supports ACT 10 and ACT 11. The features in the all versions are listed in the… read more →