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HELP! Cleaning up ACT! Database

New Member
Posts: 1
Country: United States

HELP! Cleaning up ACT! Database

I am new to ACT!, however, it has been bestowed upon me to clean up our company's ACT! database.  There are multiple contact and company records.  How do I merge without losing addresses and notes?  Any advice would help.  Thanks!
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: HELP! Cleaning up ACT! Database

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: HELP! Cleaning up ACT! Database

Hello ljohnson,

ACT! has a tool for merging duplicate contacts. You can go to Tools/Preferences and under the General tab, select Duplicate Checking. Here you can set the field criteria for ACT! to detemine duplicate contact, company and group records. When you have done these settigs, go to Tools/Scan for Duplicates. When the list of duplicates comes up, you can highlight two of the dulplicate records, then go to Tools/Copy Move Contact Data to fully merge the two records.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.