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Changing the Record manager for a large number of contacts

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Copper Contributor
Posts: 81
Country: USA
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Changing the Record manager for a large number of contacts

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


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Accepted by topic author RachelHorizon
‎01-04-2017 07:29 PM
Administrator
Posts: 390
Country: United_Kingdom

Re: Changing the Record manager for a large number of contacts

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.

 

 

 

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Solution
Accepted by topic author RachelHorizon
‎01-04-2017 07:29 PM
Administrator
Posts: 390
Country: United_Kingdom

Re: Changing the Record manager for a large number of contacts

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.