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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: 1,431
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 V. 18
Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD