05-16-2013 09:41 AM
You can update multiple records using the Edit > Replace Field option.
Note: Always create a backup of the database before performing mass updates (File > Backup > Database).
- Create a lookup based on the zip code
- Click Edit > select Replace Field
- Select Field 'Record Manager' > select appropriate user name
- Click OK > all records in Lookup will be updated
07-23-2014 11:03 AM - edited 07-28-2014 01:23 PM
I am trying to switch the record manager on companies so the Sales Representative field in each company equals the Record Manager. I have the list created, and I have created lists using zip code like Greg mentioned above and Sales representative. Everytime I go to Edit>Replace Field>choose Record Manager and the choices for my reps is greyed out. Is there a way to do this? I have read many blogs and posts and can't find a solution. All the posts say that I am doing correctly, but I cannot change the field in mass. The only way to do this is 1 by 1. Not an acceptable solution.
I am running:
Sage ACT! Premium 2012 Version 18.104.22.168
Windows 8 Pro.
SQL DB is on a Windows 2008R2 Server.
Any help is greatly appreciated.