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Cannot edit Record Manager column in Edit mode from the Contact List view

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Copper Contributor
Posts: 5
Country: United States
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Cannot edit Record Manager column in Edit mode from the Contact List view

[ Edited ]

We are using ACT Premium 2009 (11.0) Version 11.0.0.367

 

I am unable to edit the Record Manager column while using edit mode. In the instructions for how to edit the Record Manager it states:

 

Note: If you have added the Record Manager column to the Contact, Group, or List view, you can use Edit Mode to change the Record Manager.

 

Well, this is not happening. I need to update about 7000 records and it will take forever trying to do this one at a time from the Contact Detail view.

 

Anybody out there who has a solution to editing several contacts at one time?

 

Thanks,

 

Kevin

Message Edited by sirbenel on 09-04-2008 10:23 AM

Accepted Solutions
Solution
Accepted by topic author sirbenel
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 5
Country: United States

Re: Cannot edit Record Manager column in Edit mode from the Contact List view

[ Edited ]

I figured out how to accomplish my goal using the "Look Up" for contacts and then editing the Record Manager field with Edit > Replace field. I was trying to use Contact List in the wrong manner. However, the ability to edit the Record Manager from the Contact list does not appear to work properly in my version of ACT.

Message Edited by sirbenel on 09-04-2008 11:17 AM
Message Edited by sirbenel on 09-04-2008 11:17 AM

View solution in original post


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Solution
Accepted by topic author sirbenel
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 5
Country: United States

Re: Cannot edit Record Manager column in Edit mode from the Contact List view

[ Edited ]

I figured out how to accomplish my goal using the "Look Up" for contacts and then editing the Record Manager field with Edit > Replace field. I was trying to use Contact List in the wrong manner. However, the ability to edit the Record Manager from the Contact list does not appear to work properly in my version of ACT.

Message Edited by sirbenel on 09-04-2008 11:17 AM
Message Edited by sirbenel on 09-04-2008 11:17 AM