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New Member
Krawl
Posts: 5
Country: United_Kingdom
Message 1 of 4 (331 Views)
Accepted Solution

Disconnecting a contact from one company and connecting him to another

I'm a new ACT user but seem to have stumbled at one of the first fences. A contact has moved companies and I want to disconnect him from Company A and reassign him to Company B (leaving his notes with Company A). According to the manual and everything I've read there should be a Browse (...) button next to the Company field and should be able to Unlink from here. I have found the Browse button but it is greyed-out (i.e. not clickable) so I can't proceed any further.... Any ideas? Thanks.

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Platinum Elite Contributor
GLComputing
Posts: 13,889
Country: Australia
Message 2 of 4 (328 Views)

Re: Disconnecting a contact from one company and connecting him to another

How about Contacts Menu - Unlink from Company
Are you an Admin, Manager or standard user?
If Standard, are you the Record Manager for Company and Contact?
Is the Contact connected as Static, Linked or Dynamic in the Company?
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New Member
Krawl
Posts: 5
Country: United_Kingdom
Message 3 of 4 (324 Views)

Re: Disconnecting a contact from one company and connecting him to another

Thanks for replying. I'm a standard user and the Administrator has made me the Record Manager of the record I'm trying to change. I can see the Option to Unlink from Company in the Contacts menu but it is greyed out. I don't think I am the record manager for the company so I will check that. How do I tell if the contact is static, linked or dynamic?

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Platinum Elite Contributor
GLComputing
Posts: 13,889
Country: Australia
Message 4 of 4 (321 Views)

Re: Disconnecting a contact from one company and connecting him to another

I haven't checked, but I think you need to be Record Manager of both (and the new Company) if you're only a Standard user.

You can check how it's linked by going to the Company record
Contacts Tab
Add/Remove Contacts
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