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Changing "My Record"

New Member
Posts: 3
Country: USA

Changing "My Record"

We are using ACT Pro 2012 Version 14 on Window 7

 

An employee changed their My Record to one of the contacts we have in ACT.  How do I change it back to their contact record?  Example: Ralph Jones changed his "My Record" to A+ Janitorial.  This seems very simple to do but I can't seem to figure out how.  Thanks. 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Changing "My Record"

Create a new record for the contact information and then edit the my record back to the user information.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129