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Record Manager update

New Member
Posts: 1
Country: United States

Record Manager update

When I am in contact list, the Record Manager shows our IT person's name. I would like it to show the person's name that is working that record. Is there a way to change this in the contact list view so we can sort according to whose contact it belongs to?

Moderator
Posts: 4,395
Country: USA

Re: Record Manager update

You can mass change record managers by first looking up the contacts you want to change.  Then to go Edit > Replace.  This will replace the record manager for all the contacts in the current lookup.