Changing the Record manager for a large number of contacts

[RachelHorizon]

Is it possible to select multiple contacts and change the record manager for all of them at once?

[JonTaylor · Accepted solution]

Hi Rachel,

Yes, you can change the record manager of contacts in bulk using the Replace Field option.

I'd advise taking a backup before making any large-scale changes, once you've done that it's quite a simple process:

1. Create a Lookup of the contacts you want to assign a new record manager to.
2. Go to the Edit Menu > Replace Field
3. Under "Replace contents of"  choose  "Record Manager "
4. Choose the desired Record Manager from the 'Value' list (this will be a drop down of database users)
5. Click OK

This feature is available in Act! 2005 and later, and was made available in the Web version in v17.2.

[JonTaylor · Accepted solution]

Hi Rachel,

Yes, you can change the record manager of contacts in bulk using the Replace Field option.

I'd advise taking a backup before making any large-scale changes, once you've done that it's quite a simple process:

1. Create a Lookup of the contacts you want to assign a new record manager to.
2. Go to the Edit Menu > Replace Field
3. Under "Replace contents of"  choose  "Record Manager "
4. Choose the desired Record Manager from the 'Value' list (this will be a drop down of database users)
5. Click OK

This feature is available in Act! 2005 and later, and was made available in the Web version in v17.2.