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ACT 2011 Renaming User

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?


Thanks!
1
ClearBlueTechnologies
Asked:
ClearBlueTechnologies
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2 Solutions
 
WilldotbCommented:
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

Will
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Were you logged in the user when trying to change it?
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WilldotbCommented:
Any Joy with this ClearBlueTechnologies?
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
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
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ClearBlueTechnologiesAuthor Commented:
We ended up just making a user Inactive and creating another user...Thanks!
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
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
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