Contact name appears in place of Record Manager or My Record in Act!

Symptom: When looking at a contact's Record Manager, another contact's name appears instead of the actual database user who is the Record Manager for that contact. Alternatively, when I look up My Record, the name of a contact appears instead of my name

Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2005 and later

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Cause:
This can occur if you or another database user accidentally enters contact information into a user's record or My Record.

Solution:
To resolve this issue, you will need to duplicate the contact data from your My Record , and then replace the incorrect information. Follow these steps.

1. Click the Lookup menu, and then click My Record . The My Record appears with the incorrect data.
2. Click the Contacts menu, and then click Duplicate Contact . The Duplicate Contact dialog box appears.
   
   
    
3. Enable the Duplicate data from all fields option, and then click OK . A new record appears with all data duplicated except the Contact name, E-mail address and Messenger ID .
4. Enter a name, e-mail address (if desired) and messenger ID for your contact.
5. Click the Lookup menu, and then click My Record . The My Record reappears with the incorrect information.
6. Replace the incorrect information on the My Record with your accurate information.

Copy/Move Contact Data
If you have entered other information specific to the contact in your My Record record, you can use the Copy/Move Contact Data function to place the information into the new contact record.
To use the Copy/Move Contact Data... function:

1. Click on the Tools menu.
2. Select the Copy/Move Contact Data... option.
3. Select the appropriate contacts from the list.
4. Click Next and select the direction you would like to copy the information.





5. If you have used Duplicate Contact to create the new contact, you can click Next on the Copy Data from Source to Target Record.
6. If you have not used Duplicate Contact to create the new contact, you can select individual fields to copy on the Copy Data from Source to Target Record.





7. Clicking Next will present the Move Additional Items from Source to Target screen.





8. Select the desired options for Histories, Notes, Activities, Opportunities, Secondary Contacts, or Documents and click Next.

Note: The items selected will be Moved to the target contact record. They will not remain in the source contact record.


9. You will be prompted to Delete or Keep the source contact

Note: For this particular situation, you will select No, keep the source contact record.




10. Click on Next then click on Finish to complete the process.