11-09-2017 01:32 PM
We recently had an employee leave and need to transfer his task list to there replacement. Is there a way to get this done without having to do each individual task/
we are currently using Sage ACT! Premium 2013 Version 126.96.36.199
11-10-2017 10:59 AM
Edit each desired task and click the "schedule for" button?
11-10-2017 12:22 PM - edited 11-10-2017 01:12 PM
Easiest way may be to simply change the user name? Edit the name of user that left and change it to new user name - Not sure there is any other way to perform a group change as you are wanting. But changing the user name should do it? If that is a workable solution?
Tools/Manage Users/Edit User Information ...
I'm just guessing - Be sure to backup your database daily and b4 making major changes. ACT! / File / Backup / Database ...
11-13-2017 01:16 AM