07-28-2010 07:48 AM - edited 07-28-2010 07:56 AM
Is it possible to assign/reassign numerous Accounts all to the same Account Manger quickly? I can't use "Find/Replace" because I couldn't locate the Account Manager field in the dropdown. All I can see to do is manually click and click and I'd rather not do that 10000+ times. We had a system merge and many of our Accounts are not yet assigned to Acct. Mngrs.
07-28-2010 12:40 PM
No you shouldn't have to. What you are doing in there is choosing the account manager you want to take from and choosing the account manager you want to give to. The address of the account does not come into play.
07-28-2010 01:00 PM
I haven't tried to transfer blank Account Managers but I am sure you can do it as well. If not, I think you may have to execute an SQL statement instead to assign an accountmanagerid to that field where it is nil.
Does that make sense?
07-28-2010 01:08 PM
Territory re-aligment should work just fine even w/null ID's.
I suggest reading teh help file - it's all in ther in the SalesLogix Admin app.
You might consider taking a course from SageU.com on how to admin SalesLogix.
07-28-2010 01:20 PM
Notice I said it "should" blow thru.....
If all else fails, one has to hit every table that use AccountManagerID w/SQL.