Page Comparison

...

• Account manager specified on a Companies record's Account Manager tab: If the old account manager has an Account Managers record associated with a selected company, that manager's End Date field is populated with today's date and a new record is added for the new account manager with today's date as the Start Date.
  
  • Note that the Account Managers information is found on the Companies record's Details > Account Managers tab by default.
  • For more information on adding account managers to a Company's record see Specifying Account Managers.
    
    
• Persons: If the old account manager is linked to any Persons record associated with a selected company, the Account Manager field links to the new account manager on the Persons record's Contact tab.
  
  
• Account manager specified on Persons record's Account Manager tab: If the old account manager has an Accounts Managers record for any person associated with a selected company, that manager's End Date field is populated with today's date and a new record is added for the new account manager with today's date as the Start Date.
  
  
• An Account Manager tab does not appear on the standard Aptify Persons form by default but you or an administrator can add it if needed. (See the Modifying a Form Layout section of the Forms and Records chapter of the Aptify 5.5 User Guide for  for information on how to add new tabs to a form.)
  
  
• Opportunities: Any open opportunities linked to a selected company for which the old account manager is the primary contact is updated to use the new account manager.
  
  
• Contact Logs: Any contacts logs that have been assigned to the old account manager and that are not complete transfer to the new account manager.

...

...