11-20-2008 07:41 AM - edited 11-20-2008 07:47 AM
I want to manage my customer list in Act! (latest version). Let's assume I do the following actions.
1) I import my customer list (.csv) into ACT! for the first time.
2) I set up the Duplicate checker to match on the customer ID field
3) I add some notes and other information that is never in the .csv file import
Later, I will want to import the .csv file again, to add records for new customers.
If I set my "Merge" option as:
Replace with the newest contact - Populates all fields with the newest data from either record
...how does ACT! determine what is the "newest" data? Let's say a customer's mailing address is updated in the data I'm importing. I assume that the address in ACT! will be updated to match the incoming record.
What I am looking for: I want to import the initial records. I want future imports of the updated .csv data to update ACT! with anything that is different in the IMPORTED fields. I don't want any new fields (not in the .csv import) I've added to records, or notes and histories I've added to records, to be overwritten. Just want to make sure I can do this.
11-25-2008 07:38 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.