Subject: Questions about OAK!Merge

How can I identify Contacts that are in 2 ACT! databases? i.e. find the dups?
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ANSWER

OAK!Merge can update a field, or add contacts to a group,  for all the contact records that are in both databases.  You can pick the fields to match on to determine if they are dups.

Example:  Assume you have

•    Database S with  15,000 contacts  (the Source database)
•    Database T with  8,000 contacts  (the Target database)
•    2,000 of the contacts in Database T have exactly the same Contact Name, Company, and City as in Database S

•    You can use OAK!Merge to UPDATE a field in Database T of the 2000 dups to indicate it is also in Database S or you could add the 2000 contacts to a GROUP in Database T or both.

You can use the Pro version of OAK!Merge to do an ACT to ACT merge to do this or you could export the fields you are matching on to CSV TEXT, then import them to the Target database using the BASIC version of OAK!Merge.  Use the execute settings: If no match is found: SKIP and if a match is found: UPDATE

Alan