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ACT premium V19.2 update 5. Is there an easy way to assign a group or selection of contacts to a record manager ?

Copper Contributor
Posts: 45
Country: United_Kingdom

ACT premium V19.2 update 5. Is there an easy way to assign a group or selection of contacts to a record manager ?

Hi, 

 

Please help.

 

Is there an easy way to assign a group or selection of contacts to a record manager ?

 

I am importing but it assigns to me, I want to select a list (maybe create a lookup?) and transfer to another record manager rather than having to edit each individual contact

 

Any ideas ?

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Silver Contributor
Posts: 1,779
Country: United_Kingdom

Re: ACT premium V19.2 update 5. Is there an easy way to assign a group or selection of contacts to a record manager ?

[ Edited ]

1/ Create your lookup by query or group.

 

2/ In contacts with your lookup go to Edit, Record Manager,

 

3/ Put in the Record Manager name from the drop down list. (If no drop down enter manually*)

 

4/ Click OK. It will ask if you want to go ahead. Check that you have selected the correct contacts and then click Yes

 

Job done.

 

 

* In some earlier versions the dropdown for record manager did not always populate and not able to backwards check for V19