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Linking Record Manager throughout the account

New Member
Posts: 4
Country: USA

Linking Record Manager throughout the account

Is there a way to set Sage ACT so that when I create a new company, add a contact and then create an opportunity, the Record Manager will be the same throughout that entire account?  Or if I add a company, contact and opportunity for one of my employees but change the Record Manager from myself to the employee, it will link to the employees name throughout the company, contact & opp screens? 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Linking Record Manager throughout the account

Unfortunately there isn't an option available to keep all Record Manager fields updated for related items such as Contact/Company/Opportunity.

Greg Martin
Sage