Record Manager Manager
for ACT!  wpe1.jpg (1174 bytes)

The ACT! Record Manager field is very helpful to distinguish one Representative's contacts, activities, and notes from another's.
Record Manager Manager provides various new abilities based on this field.

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With this ACT! Add On, you can:

Download and Setup instructions will be emailed to you
upon receipt of payment


Here is the Main Menu

Explanation of Choices

View the ACT! database file

View the ACT! Record Manager

Copy Record Manager name in the to the Owner Field

Copy Record Creator in to Record Manager Field

Copy Owner to Record Manager field

Remove other Record Managers' Contacts, Activities, Groups, History, and Notes

Make sure that all contacts in My database are in My Group


Copy Record Manager name in the to the Owner Field

"Chris Huffman" would be copied in to the Owner field, replacing "Best Software"


Copy Record Manager name in the to the Record Creator Field


Copy Record Creator in to Record Manager Field

"Pat Sullivan" would be copied in to the Record Manager field, replacing "Chris Huffman"


Copy Owner to Record Manager field

"Best Software" would be copied in to the Record Manager field, replacing "Chris Huffman"


In case you are wondering...
If you want to replace Owner with Record Creator
or Record Creator with Owner
you can do that with ACT!'s Field Swap feature, under the Edit menu.
So you won't need this special software for that.


See Also

Record Manager Fix

If you have lost the Record Managers for your Contacts, Activities, History, Notes and Sales
but you have an older version of your database that has the correct Record Managers
we can use that as a reference to fix your current database.


Also Includes ACT! Reporter

You can make Custom Reports find out just abot anything about your Record Managers


C I Corporation
PO Box 100411
Arlington, VA  22202
202-829-4444  202-449-9500 Fax
800-DATA1OK  877-727-9070 Fax

CIC@CICorp.com
C I Corporation Software
C I Corporation Home page

Order Form

$ 59

ACT! is a registered trademark of Interact Commerce Corporation

 

 

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