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How to quickly change the Access Level on thousands of contacts

New Member
Posts: 1
Country: United States

How to quickly change the Access Level on thousands of contacts

We upgraded from Act Basic to Act Premium in order to take advantage of the "Teams" functionality. However, we have thousands of contacts already in our database that don't have any Access Level assigned. Is there a quicker way to modify each contact's Access Level instead of opening up each contact and changing the Access Level manually?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to quickly change the Access Level on thousands of contacts

Yes, you can do this from the Contact List view. Highlight the contacts you want to change, then right-click on them on select Edit Contact Access, then Create New Access List.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.