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Effects of changing an Account Name

Question asked by ponderosa on Jan 3, 2019
Latest reply on Jan 3, 2019 by ponderosa

So, I'm realizing now that this wasn't maybe a smart move in the first place, but some of the account names that I've been using have been specific client names. Well, now at least one has quit, and someone else has to have the same "visual permissions" (i.e. see what the original person could see via hide/show functions, which are set up with the account name). The problem is, I can change the account name but the myriad of placed hide/show functions don't automatically change with it (which makes sense, fine, whatever). Is there a faster, or more accurate way to go through the FM solution and change the code than just hunt, peck, and pray you don't forget any? Any ideas would be great.

 

Thanks

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