Community
Showing results for 
Search instead for 
Do you mean 
Reply

Changing a user's name?

New Member
Posts: 4
Country: USA

Changing a user's name?

We had an employee quit and would like to change the user name so the new employee replacing him can follow up on all the tasks the previous employee had scheduled.

Copper Elite Contributor
Posts: 126
Country: USA

Re: Changing a user's name?

Tools > Manage Users

 

to change his Contact name, lookup his record and change it there.

Scott Lahn
Sage ACT! Customer Support
Silver Contributor
Posts: 1,813
Country: USA

Re: Changing a user's name?

Change the username under tools, manage users..  This will associated everything from the old emiplyee with the new one which is what I think you want,   If you want to keep the records from the old user, make the old user inactive and add a new user

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