How to Change the Record Manager for a Contact, Company, Group, Note, History, or Other Record in Act!

June 06, 2019 14:09

You would like information on how to change the Record Manager in Act!.

This Answer explains how to change the Record Manager for a contact, company, group, opportunity, note or history. Changing the Record Manager means you are assigning the record to another user.

Please refer to the following for steps to change Record Manager for the desired record type:

Company

On the Company Detail view, click the Company Access tab.
From the Record Manager list, select a user.

Contact

On the Contact Detail view, click the Contact Access tab.
From the Record Manager list, select a user.

Group

On the Group Detail view, click the Group Access tab.
From the Record Manager list, select a user.

Note or History

Click the Notes or History tab.
Double-click the note or history item to open it.
From the Record Manager list, select a user. Click OK.

Opportunity

On the Opportunity Detail view, click the Opportunity Access tab.
From the Record Manager list, select a user. Click OK.