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Changing Record Manager Act Pro 17

New Member
Posts: 1
Country: USA

Changing Record Manager Act Pro 17

I need to change the record manager to someone else but keep the initial record as a prospect.  How do I make this change? 

Bronze Contributor
Posts: 1,393
Country: USA

Re: Changing Record Manager Act Pro 17

Hello jcon1352 and welcome to the Act Community Forum.

 

From the Help Menu:  Lookup "Changing the Record Manager "

 

The detailed instructions should answer that for you.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013