09-25-2009 04:32 AM
I was hoping someone could help me.
I am importing contact records into ACT as a .csv file and it doesn't appear to be checking for duplicates (duplicate checking is switched on in the software) as I have duplicated a record in the .csv file via copy and paste.
Can anyone shed any light as to why this is please?
09-25-2009 07:50 AM
You might check the Duplicate Matching Criteria and Merge Settings as per this ACT! Knowledge Base article -
09-25-2009 08:11 AM
Thanks for this - I've read it in full and as far as I can tell, I'm doing everything correctly!
My only comment would be that the Knowledgebase Article refers to .txt files and I am importing a .csv file and the screen shot I get on the Specify Merge Options window is different (possibly because of the aforementioned).
09-25-2009 08:26 AM
The article refers to TXT and CSV - which are really the same
The difference may be a different version of ACT! ... to be sure, what version of ACT! (full build from Help | about) and how is it different?
09-25-2009 08:44 AM
It's ACT! by Sage 2009 (11.0) Version 18.104.22.1687.
When I get to the Specifiy Merge Options window I get the text Specify your merge options here and then a Merge button, when I click the merge button, the screen shots for the contact merge options are the same as the knowledgebase article.
09-25-2009 08:49 AM
I would recommend getting the update to 11.1 - if you have multiple systems it needs to be applied to ALL systems.
What are the actual options you're selecting?
I think you should be able to take a screen shot and attach it - "Add Attachments" under the Tags box below the post when you reply