Selecting contact, group, or company merge options
When importing or exporting contact, group, or company data from/to another program or ACT! database, you can select merge options for each record type. Also, when you merge a contact, company, or group record attached to an e-mail message, you can select merge options.
Merge options allow you to replace the destination record, use the source record, add items, or make no change. This applies to duplicate records found and new records being imported. ACT! provides default merge options for each record type.
To select contact, company, or group merge options when importing or exporting
On the Specify Merge Options screen, do one of the following:
To select your own merge options for a record type, click the appropriate button to open the Merge Options dialog box for each record type. Make changes as needed on each screen. Press F1 for more information.
To use the default merge options provided by ACT!, click Next.
To view the duplicate records found before records are merged, click Confirm each match, and then click Next.
Continue through the wizard until completion, and then click Finish.
If you selected to confirm each match, the Match Confirmation screen appears for each duplicate record found. You can choose to create a new record, merge the record, or skip any action. Press F1 for more information.