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Does 11.0 Premium for Web version offer a direct 'update' feature?

New Member
Posts: 1
Country: United States

Does 11.0 Premium for Web version offer a direct 'update' feature?

We have recently gone to a VPS HOST and moved our ACT along with updated to the Newer 11.0 Premium for web version.

 

We utilize a program that hosts a web-interface for our sales agents.

  a.  Their is a secured web form that the agent inputs data fields for the client.

  b.  Once client moves into a paid client status, we must upload that data back into ACT database.

  c.  A direct way it will export is straight into excel format.

 

Is their any new data import feature for ACT now that utilizes a 'contact update' method rather than straight import and have to manually select for each dup action??

  a.  We understand that you can currently map it directly into the database, but you have to manually select action for each record as it imports.

  b.  We simply would like a one-button feature once mapped, to allow to update that current record data fields.

       --Knowing that it is already a raw data record with basic fields and now we are importing the complete data record to update ACT's currently created

         record.

 

There is got to be a method to import and select option to update that record after recognizing it based upon last name, phone + email.

 

Thank you for your help.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Does 11.0 Premium for Web version offer a direct 'update' feature?

You can't update fields in ACT! without an add-on.

 

One option is to use itImport with itService. Together, they can automatically pick up the Excel files and merge the data updates into ACT!