03-13-2012 10:26 AM
I need a way to mass change the record manager in opportunities and companies. "Replace field with" function does not work for these. I can't use the reassign function either since some of the opportunity/company responsibilities will now be spread to several different people. Using ACT 2009 Premium.
03-13-2012 12:51 PM
Normally, you'd use method as per this ACT! Knowledge Base article -
If you have more complex needs, have a look at:
03-13-2012 12:59 PM
The first method only works for Contacts? When I try to change Companies, the Record Manager option is greyed out. Ditto for Opportunities? Should this method work for all three?
This second method - the premium version of the tool looks like it may work for Contacts and Companies but does not mention Opportunities.
03-13-2012 01:20 PM
03-13-2012 02:06 PM