Q: How do you delete Contacts from a database? A: Create a source file or do an ACT to ACT merge where you can match on one or more fields in the contact that will uniquely identify the contacts you want to delete. Usually Contact name, company name, and address would work well for example. The minimum is one matching field. Then, for execute options: select DELETE if they match and SKIP if they don’t match. Remember to do backup first, there is no “undo”; and always do a REFRESH after merges if you have the target ACT! database open. Note: there was a bug reported where the deleted contacts were not removed from ACT! This was fixed in 13.2.0
Converting from SalesForce to ACT! just got a lot easier. November 3, 2010 e Tech announced the new Enterprise edition of OAK!Merge which includes a SalesForce Migration Kit. This new version of OAK!Merge is being announced and demoed this week during Perfecting ACT! in Scottsdale, AZ. Alan Lee and Stan Smith collaborated on this new version of OAK!Merge. The SalesForce Migration kit easily converts key information from SalesForce to ACT! Allen Duet, of Sage, expects many users who try SalesForce and decide to switch to ACT! will need an easy migration of existing data. Currently the migration kit includes all the SalesForce users, accounts, contacts, leads, activity history, opportunities, and attachments. All this in a load and go, one click utility, for $1,500. It is a simple three step process: 1. Download and install the OAK!Merge Enterprise Edition with SalesForce Migration Kit. 2. Unzip the contents of a full backup… read more →