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Merge inactive users into one ACT 2010

New Member
Posts: 6
Country: Canada

Merge inactive users into one ACT 2010

My list of inactive users in ACT 2010 is becoming unruly and confusing. Aside from changing each user's name to "xfirst name/last name" so as to put them at the bottom of the list, is there a way to merge inactive users to "Previous Record Manager"? In previous ACT versions, I was able to merge several inactive users into one generic "Previous Record Manager" while maintaining notes/histories. I'm unable to find the solution in ACT 2010. Can someone guide me in the right direction?

 

 

Copper Elite Contributor
Posts: 231
Country: Germany

Re: Merge inactive users into one ACT 2010

Hi,

 

when you delete the user, all history, and records that this user created will be moved to a other user such as "former employes" you just need to create a disabled user with this name, then when deleting select this user as target

 

regards

 

Ingo Lange

www.crmaddon.com

ACC since 1995
Developer of Addons for ACT

CrmAddon Factory
+1 203 541 0040
New Member
Posts: 6
Country: Canada

Re: Merge inactive users into one ACT 2010

It worked! Thank you so much for your helpful response.