Q: Is match criteria comparison case sensitive? A: After 14.5.0 Yes There was some logic prior to 14.5.2 to make matching ignore case, that was removed to allow true matching.
Q: Can you update existing products in the products table? A: Yes, you can match on a field or fields and update it. One method would be to export all the products, update any of the fields (Name, ItemNumber, Cost, Price) the import back in matching on the Record ID (GUID). Note that custom fields in the Product table are NOT yet editable via OAK!Merge Q: Can you update existing products in an Opportunity? A: No, you can only append new products to an Opportunity; one per merge. You cannot update or delete existing ones. Q: How can I add several products to the same opportunity A: You can add one product to an opp per merge. ( name, qty, price….) Note: Add the products to ACT so they are in the Products pull down, before adding opps with those products. There are 2 approaches that work: each Product is… read more →