The Preferences dialog Admin tab allows users to establish criteria for scanning and merging duplicate records for contacts, companies, and groups. However, this only works when importing companies and groups, whereas it works both for importing and merging existing contacts. That is confusing.
It would be great to eliminate this limitation and provide the ability to clean up existing records in a database by merging together duplicate Company records. The function should merge together notes, linked contacts, etc. into one composite record that holds all the information OR link a child record into the master company as a "division". Ideally, the user could select which data to copy in, as exists in the wizard for contacts now.
Recently, my company converted an 11,000 Goldmine database into Act! and we are having to clean it up manually, company by company . . . it's job security, but a really inefficient use of time.
Anyone have ideas as to how to expedite this process?