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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: 1,814
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

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