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Record Manager question in version ACT 2010

New Member
Posts: 1
Country: USA

Record Manager question in version ACT 2010

Is there a way to change them all at once?  We've had a reorganization of territories and I've got about 800 opportunity record managers to change. 

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Record Manager question in version ACT 2010

I have written an addon called TerritoryManager that will let you change the Record Manager of various record types in ACT! including Opportunity records.  Contact me off line if you are interested.  You can find my contact information at the website in my signature.


Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Record Manager question in version ACT 2010

Not sure what version it was added, but you can use Edit | Replace on Opps in ACT! 2013
Silver Contributor
Posts: 1,813
Country: USA

Re: Record Manager question in version ACT 2010

Edit Replace in Opportunities is in ACT 2012 SP1 too

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