03-05-2013 06:24 AM
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?
03-07-2013 07:34 AM
Unfortunately there isn't an option available to keep all Record Manager fields updated for related items such as Contact/Company/Opportunity.