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Change Record Manager in Bulk

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Copper Contributor
Posts: 120
Country: USA
Accepted Solution

Change Record Manager in Bulk

I am the Admin and have a user who is no longer working here. I want to change the manager to myself for about 100 contacts. Is there a way to do it in bulk or does it have to be one at a time?


Accepted Solutions
Solution
Accepted by topic author topaz99
‎02-24-2016 08:22 AM
Copper Elite Contributor
Posts: 107
Country: United States

Re: Change Record Manager in Bulk

Create a Lookup on the Record Manager field and find the records managed by the former employee.  Then go up to the Edit menu and choose Replace Field.  Scroll down to the Record Manager field and then fill in the new value on the right side.  That will allow you to substitute in the new name of the Record Manager.

Karen Fredricks
Tech Benders
561-470-5450

View solution in original post


All Replies
Solution
Accepted by topic author topaz99
‎02-24-2016 08:22 AM
Copper Elite Contributor
Posts: 107
Country: United States

Re: Change Record Manager in Bulk

Create a Lookup on the Record Manager field and find the records managed by the former employee.  Then go up to the Edit menu and choose Replace Field.  Scroll down to the Record Manager field and then fill in the new value on the right side.  That will allow you to substitute in the new name of the Record Manager.

Karen Fredricks
Tech Benders
561-470-5450
Copper Contributor
Posts: 120
Country: USA

Re: Change Record Manager in Bulk

that's weird, i thought I had already tried that and didn't see the record manager field. thanks!