New Staff Member Replacing Old Staff Member

It is best to create a new record for a new staff member (say called Debbie) and set the old staff member eg Rebecca as terminated. This keeps historic records allocated correctly to Rebecca.
If Rebecca has outstanding contacts they can be allocated to Debbie and if you use account managers Rebecca’s companies can be moved over to Debbie also.

Create new login for Debbie
Lookup Tables > General > Employees > Add
Enter details and choose Rebecca from the ‘Select User to copy’ list’

To move outstanding contacts
Modules > Contact History > What’s Outstanding

Change the ‘View contacts before’ date to include any in the future
Select Rebecca from the top left drop down list
Select Individual
Click on Re-assign (top left)
Select Debbie from the list and confirm

To change account manager
Open Organisation Screen
Right click on a/c Mgr and select ‘Change data for all records’
Change from – Rebecca, Change To – Debbie and Ok

To Terminate Rebecca
Lookup Tables > General > Employees
Click on Rebecca’s record and Edit
Select the ‘Detail’ tab and change Active to Terminated then Ok