Changing the account manager and status

Changing several contacts at once

The Change account manager and Change status functions in the function bar of a contact overview as well as in contact forms allow you to associate an account manager or to change the status of several contacts in one step.

  1. Select the respective contacts in the corresponding overview list (under the current form or in a con­tact overview).
  2. Call the function Change account manager or Change status.
  3. The account manager or status can be selected and assigned using the familiar selection dialog.

You therefore do not need to make the assignment for each contact individually in the form.

Attention

Note: Access to the functions is limited to contact administrators.