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Mass Change of Record Manager

CS
Copper Contributor
Posts: 9
Country: United States

Mass Change of Record Manager

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.

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Mass Change of Record Manager

CS
Copper Contributor
Posts: 9
Country: United States

Re: Mass Change of Record Manager

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.

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Mass Change of Record Manager

For Opportunities, it worked when I selected then ones I wanted (high-lit with click and shift-click), then Edit | Replace

For Companies it didn't work ... looks like a bug and I'll pass it on

For the add-on, give them a call and ask Len ... he made several changes for me one time to solve a client issue
CS
Copper Contributor
Posts: 9
Country: United States

Re: Mass Change of Record Manager

What version do you have? Was there a hotfix for 2009 that I could apply to get Opportunities to work?
CS
Copper Contributor
Posts: 9
Country: United States

Re: Mass Change of Record Manager

Also, when I go to the Opportunity List view and highlight the ones I would like to change, then edit, Replace..Replace, Swap and Copy are all greyed out.
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Mass Change of Record Manager

Oh ... sorry. I'm running ACT! 2012.

Pretty sure it didn't allow that until 2010... but not working properly now :-(

Either upgrade or speak to Len about the add-on