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P.S. Can I change the name in Record Manager?

New Member
Posts: 2
Country: USA

P.S. Can I change the name in Record Manager?

If I can't lookup in Record Creator is there a way to put my name in the Record Manager?  It appears to be blocked and if someone knows a way to get it changed I would love to learn about it!  Thanks!!!

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: P.S. Can I change the name in Record Manager?

Do you have multiple users defined within the database? If you only have 1 user name within the database, you will not be able to change the Record Manager field for the contacts.
Greg Martin
Sage
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: P.S. Can I change the name in Record Manager?

Also, you cannot change the Record Manager fields for contacts that are user "My Records".

 

Also note that the name shown in the Record Manager fields throughout the system are based on the value of the "Contact" field for the user My Record to whom it is assigned.

 

If you have a multiple user database, and the record(s) that you are looking to change are NOT users, then, yes, clicking the Record Manager field will let you select from all of the users in the system - even "Inactive" users...