You would like to know how to change the Record Manager for multiple records.
Please use the following steps:
Note: This function is not available in Sage ACT! Premium web client databases, only through the installed Windows version.
Please use the following steps:
- Create a backup of your database.
- Create lookup of contacts you wish to change Record Manager for.
- Click on Edit, then click Replace Field.
- In the Replace Contents of box, change this to Record Manager.
- In the Value field click drop-down and choose Record Manager you wish to change too and click OK.
- You will receive warning that you are about to make change to lookup. Click OK.
- A progression bar will appear with the number of changes taking place.
Note: This function is not available in Sage ACT! Premium web client databases, only through the installed Windows version.