Community
Showing results for 
Search instead for 
Do you mean 
Reply

record manager wrong on email attachment

Copper Contributor
Posts: 52
Country: France

record manager wrong on email attachment

Hi All,

 

When we installed ACT a few days ago, we used Fred's login to set it up. Later that week, we created a new user for Joe and since then we have been logging in as Joe.

 

Any edits and new opportunities now show that Joe is the record manager, but for some reason the email attachments are still showing FRED as the record manager ?

 

We have rebooted since, but no change.  Can anyone shed any light on this ?

Silver Contributor
Posts: 1,813
Country: USA

Re: record manager wrong on email attachment

Sure, your outlook preferences were set up with the record manager as Fred.

 

Go to tools, preferences,Email and Outlook, start the wizzard for Email System Setup.

Step 3 of the wissard, edit the entry and change the logged in user.

 

On the step where you tell outlook whose loging to use, change away as Fred.

 

that should do it.

 

 boom.jpg

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 52
Country: France

Re: record manager wrong on email attachment

Great - thanks very much, i did look back through the wizard but didn't spot that if you clicked edit, it gave you the user logon... thanks very much for helping out !