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How to Change bulk Companies to different Teams

Tuned Listener
Posts: 67
Country: India

How to Change bulk Companies to different Teams

[ Edited ]

Hello All,

 

I have Sage ACT 2012 V14. Premium for Web installed for 20 users.

There are 27000 contacts and approx 11000 Companies.

There was a requirement to create Team and assign records to specific Teams.

I have already done with assigning Contacts to the specific Teams by doing lookup by State and changed the Access Level and selected Limited access to Teams.

But i have a very big challenge to assign 11000 companies to 4 different Teams which i found is not possible.

I tried to do lookup and tried to change the access level but unfortunate i was not able to do so.

Client wants to Change Status from Public to Limited for 11,000 Companies to set up Teams.

Whats the easiest way? I can't seem to do this in Companies List.

Do anyone came across to similar issue?

If anyone of you have some solution would be highly appreciated.

Regards,

Aasmi.

Silver Contributor
Posts: 1,794
Country: United_Kingdom

Re: How to Change bulk Companies to different Teams

It is going to need an add-on to do this in bulk. Might be worth the money.

 

Link here 

 

http://www.cornerstonesolutions.com/actaddons/limited_access_manager.html