Community
Showing results for 
Search instead for 
Do you mean 
Reply

Changing Record Manager

New Member
Posts: 12
Country: USA

Changing Record Manager

Hello,

I am having difficulty in changing the Record Manager in the database of contacts. All of the contacts in the database have the same Record Manger "Edward Yoon" and I want to change the Record Managers name to Bonnie Smets. I have tried to use the Help to resolve the problem with no success.

 

Stems

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Changing Record Manager

Bonnie Smets would need to be defined as a user in the database and have a My record.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 12
Country: USA

Re: Changing Record Manager

Hello Roy,

I am not an experianced user of ACT, I am learnig to help my wife Bonnie. Can you explain in detail how I set up Bonnie as a user and MY account? And then how to change Bonnie to be the Record Manager in place of Edward Yoon.

 

Thanks,

Stems

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Changing Record Manager

I would suggest that you make use of the extensive help that the ACT! program provides, it will provide the answers that you want.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 12
Country: USA

Re: Changing Record Manager

I had done that before coming to the community with no success.

 

Thank you,

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Changing Record Manager

Well, one thing that is kind of important:  How many users do you have in your ACT! database and how many license #s  do you have?

 

The list of users is in Manage Users from the Tools menu.  It will also show how many overall licenses you have, how many are in use and what user(s) are active in the database...

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Changing Record Manager

Please check your private messages, upper right corner of the screen.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129