07-04-2013 07:39 PM - edited 07-04-2013 07:42 PM
We recently had one of our financial advisers leave the company and going forward want to delete his account from our system so that he no longer has access and also so we can create a new record keeper on his clients. However, we want to keep his name on the client opportunities that he has conducted business for so that we can track any overdue commissions and keep a legacy on each client to assist future employees who had initially dealt with each client.
So the question is, how would I delete the user from the system as an administrator but keep his name on the clients closed opportunity as the previous adviser on each case as well as being able to open new opportunities in a different advisers name.
Thanks in advance
07-04-2013 10:25 PM
You can make the user Inactive in the Manage Users utility, that will prevent the login, effectively freezing the account and freeing up licence to create another user as Active. If you do want at some later time to remove his record entirely you would need to create a custom field in Opportunities to record his name across the Opportunities he did once have Record Manager status for. You would use Edit | Copy Field to do that on the Lookup of the relevant Opportunities.
07-05-2013 08:15 AM
If you are not worried about him appearing as a record manager you can just use the manage user utility and click his name and select delete user. This will then prompt to see if you want to re assign the records to another user. However in doing this there is nowhere in ACT! that records who the previous record manager was only the person reassigning the records will know.