05-27-2016 09:16 AM
We are experiencing difficulty clearing previously scheduled activities.
We have recently switched from an older single Admin user version of ACT to ACT Pro V18 with multiple users. We have changed the Record Manager for prospects using a sort and Change Field which worked well. Our problem now is all of the previously scheduled activities won't allow the new record manager to clear, unless we change security levels.
Is there some way to mass change the user/record manager for the previously scheduled activities similar to the Mass Change Field in prospects?
Thank you in advance for any suggestions.
05-27-2016 09:28 AM
05-28-2016 09:14 AM
I have written an addon that will do it called Territory Manager. You can find it and my other addons at http://www.adsprogramming.com/products/snapintools-for-act/
Stan