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Reporter Assistance

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New Member
Posts: 2
Country: United States
Accepted Solution

Reporter Assistance

I mistakenly entered a clients name for my first contact and now it shows as the Record Creator. Can I change this some how? I am new to the software and am having difficulties. I have already added about 20 contacts.


Accepted Solutions
Solution
Accepted by topic author Budrinka
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 955
Country: Australia

Re: Reporter Assistance

Copy this record (duplicated all details) and then put your name back in the my record which is the record used for may of the actions within ACT. you can get to the my record from the Lookup menu, my record.
Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.

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All Replies
Solution
Accepted by topic author Budrinka
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 955
Country: Australia

Re: Reporter Assistance

Copy this record (duplicated all details) and then put your name back in the my record which is the record used for may of the actions within ACT. you can get to the my record from the Lookup menu, my record.
Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.