4 weeks ago
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 ?
4 weeks ago - last edited 4 weeks ago
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
* In some earlier versions the dropdown for record manager did not always populate and not able to backwards check for V19