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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: 6,867
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
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer