Kristi Smith Consulting | Business Solutions That Make Sense
  • Home

Spring Clean Your Database: Merging Duplicate Entries

5/11/2016

 
​We’ve written before about how to prevent duplicate entries in your Act! database. But what do you do if your database already contains duplicate entries? This month we’re continuing our spring cleaning theme by discussing how to merge duplicate entries in Act!.
 
Act!’s Copy/Move Contact Data function will allow you to merge 2 contacts using the following procedure:
 
1.     Look up both contacts using the Lookup box in the upper right corner of your Act! database. 
Picture
​2.     Highlight the contacts you would like to merge by holding down the Shift button while you click on each             contact.
Picture
3.     ​Go to Tools > Copy/Move Contact Data and follow the steps in the Copy/Move Contact Data Wizard.           Towards the end of the wizard you will have the option to keep or delete the source contact.
Picture
Looking for a quicker, easier way to remove the duplicate entries in your database? Check out the Duplicate Remover Wizard Add-On.
Duplicate Remover Wizard

Comments are closed.
    Loading

    Picture
    Subscribe To Our Newsletter


    Archives

    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    November 2012
    October 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    March 2012
    February 2012
    January 2012
    November 2011
    October 2011
    September 2011
    August 2011
    July 2011
    June 2011
    May 2011
    April 2011
    March 2011
    February 2011
    January 2011
    December 2010
    November 2010
    August 2010
    April 2010
    February 2010
    January 2010
    December 2009


    Categories

    All
    8x8
    ACT! 2011
    ACT! 2013
    ACT! Activities
    ACT! Add On
    ACT! And Outlook Integration
    ACT! Backups
    Act! Connect
    Act! Customization
    Act! Database Maintenance
    ACT! Dynamic Groups
    Act! Emarketing
    Act! Features
    ACT! For Events
    ACT! For Mobile Devices
    Act! For Web
    Act! Personal Info Tab
    Act! Personalization
    Act! Premium
    Act! Premium Cloud
    Act! Promotions
    ACT! Reports
    ACT! Searches
    ACT! Social Media
    Act! Technical Support
    ACT! Tip
    Act! Update
    Act! V16
    Act! V17
    Act! V18
    Automated Marketing
    Automation
    Browser Issues
    Business Ethics
    Business Hours
    Business Humor
    Business Intelligence
    Business Tools
    Call Lists
    Chrome
    Cloud Communications
    Cloud Hosting
    Contact Layout
    Contacts
    Content Marketing
    CRM Integration
    Customer Appreciation
    Customer Relationships
    Customer Retention
    Database Conversion
    Digital Marketing
    DIY
    Drip Marketing
    Duplicate Entries
    Efficiency
    Email
    Email Marketing
    Events
    Export
    Exporting To Excel
    FAQ
    Favorite Contacts
    Favorite Lookup
    Fill The Pipeline
    Filtering
    History List
    Holidays
    How To
    Import
    Integration
    Intuit
    Labor Day
    Leads In ACT!
    LinkedIn
    Microsoft Office
    Mobility
    Newsletter
    Opportunities
    Organization
    Outlook Integration
    Payment Processing
    PayPal
    Payroll
    Productivity
    Prospects
    Queries
    QuickBooks Online
    QuickBooks Payments
    QuickBooks Payroll
    Relationship Building
    Sales Pipeline
    Sales Review
    Slack
    Social Media
    Social Media Marketing
    Spring
    Strategic Planning
    Subscription
    Summer Projects
    Swiftpage
    Sync ACT! To Mobile
    Task List
    Technical Issue
    Technical Support
    Trade Shows
    Training
    Upgrade
    Upgrade ACT!
    Voice Over Ip
    VOIP
    Web API
    Web Browsers
    Webinar
    Web Info Tab
    Windows 10
    WuFoo

Kristi Smith Consulting     |    (847) 520-0860    |    info@kristismith.com


This Web site is owned by Kristi Smith Consulting, LLC. Kristi Smith Consulting, LLC is independent from Swiftpage and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Swiftpage regarding any product, service or Web site content. Certain materials made available on or through this Web site are owned by Swiftpage and cannot be used without the prior written permission of Swiftpage; such materials have been released to KSC as a Swiftpage Authorized Business Partner and are used with permission from Swiftpage ACT! LLC. | www.swiftpage.com | All images displayed are the property of Kristi Smith Consulting and may not be copied or used without prior written authorization from a Kristi Smith Consulting administrator.