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How can I change the opportunity record manager in ACT! 2010?

New Member
Posts: 1
Country: USA

How can I change the opportunity record manager in ACT! 2010?

I have a lot of opportunities which I can look up by record manager. I would like to transfer these opportunities to another record manager but the record manager field is not listed in the EDIT / REPLACE FIELD / REPLACE DATA drop down menu.  I can replace them one by one but there are about 1500.

 

If I were to delete the incumbent record manager from my users would I be prompted to reassign her opportunities to someone else?

 

This seems like it could become a recurring problem since sales people rotate and I need to be able to hand off their opportunities.

 

Thanks for any advice.

 

Martin

Bronze Contributor
Posts: 955
Country: Australia

Re: How can I change the opportunity record manager in ACT! 2010?

I would suggest you check website desighr1.com as they have an addon called swiss army knif and this may be a solution for you. If not I would contact them as they may be able to modify to suit your situation

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.