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Record Manager

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New Member
Posts: 2
Country: United States

Record Manager

I need to know how to change or edit the record manager for each client. As it is now my first contact record manager defaults onto all my new contacts.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Record Manager

You can use the instructions in the following Knowledgebase article to change the value of a field (including Record Manager) for all contacts in Lookup:

 

How to Use the Replace Feature in ACT!

 

By default, the Record Manager for a new contact will be the Record Creator of that contact (the logged-in user who created the record). The Record Manager can be manually changed. This field is by default under the Contact Access tab for the contact.

 

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.