ACT 2011 Renaming User

Posted on 2012-08-31
1 Endorsement
Last Modified: 2012-09-12
We have ACT 2011 and had an employee leave that was an ACT user in a shared database.  We would like to rename the user to reflect the new employees name but when we try, the username is grayed out.  It appears you can change their actual name but not the username.  So I am wondering 1, if we can rename a user.  If not, do we just deactivate the user to free up the license and then create a new one?  If so, do all the previous users entries stay preserved in the database?

Question by:ClearBlueTechnologies
    LVL 2

    Assisted Solution

    Hi ClearBlueTechnologies

    You will find if you go to Tools-> Manage users you can change the users user name but in fact the contact name is greyed out. To Change the contacts name, carry out a look up from the top of ACT, Lookup-> Advanced-> Users. Locate the old users name and double click on the contact to view the detailed view record card. Once in the detail view, amend the contact name to the new user. You will then find if you go back to Tools-> Manage users the Contacts name will have changed.

    Alternatively Log in as the user you have changed the user name to. Carry out a look up by going to Lookup-> My record and Change the Contact name in the contact field to the new user.

    You also have the alternative to create a new user and once the new user is created, you can delete the old user. Upon deleting the old user, ACT! will give you the option to delete the user but assign all the records own by the user to another user of the database.

    There are many ways to do this but I believe the first two steps will help you achieve what you want to achieve.

    Let us know how you get on

    Kind Regards

    LVL 30

    Expert Comment

    by:Mike Lazarus
    Were you logged in the user when trying to change it?
    LVL 2

    Expert Comment

    Any Joy with this ClearBlueTechnologies?
    LVL 30

    Accepted Solution

    One other way...

    Mark the old user as "Inactive" in Tools | Manage Users ... this frees up the license
    Then create the new user.

    This will keep their histories associated with the user who did them
    LVL 1

    Author Closing Comment

    We ended up just making a user Inactive and creating another user...Thanks!
    LVL 30

    Expert Comment

    by:Mike Lazarus
    If the old user had some uncleared activities, the new user should add the old one in the filters of task-list and calender till they are cleared or changed to the new one

    Featured Post

    Highfive Gives IT Their Time Back

    Highfive is so simple that setting up every meeting room takes just minutes and every employee will be able to start or join a call from any room with ease. Never be called into a meeting just to get it started again. This is how video conferencing should work!

    Join & Write a Comment

    A lot of users new to ACT!, especially those who don't get the benefit of a consultant, seem confused between when to share on a network and when to sync ... or, in fact, how to do either. So I thought I would attempt to explain the various options …
    As owner of GL Computing, I have worked with CRM products since 1984 and with Act! since 1987.  GL Computing provides training and technical support to Act! Consultants, resellers and add-on developers around the world. One of the problems we not…
    Hi everyone! This is Experts Exchange customer support.  This quick video will show you how to change your primary email address.  If you have any questions, then please Write a Comment below!
    In this seventh video of the Xpdf series, we discuss and demonstrate the PDFfonts utility, which lists all the fonts used in a PDF file. It does this via a command line interface, making it suitable for use in programs, scripts, batch files — any pl…

    754 members asked questions and received personalized solutions in the past 7 days.

    Join the community of 500,000 technology professionals and ask your questions.

    Join & Ask a Question

    Need Help in Real-Time?

    Connect with top rated Experts

    24 Experts available now in Live!

    Get 1:1 Help Now