Changes

Jump to: navigation, search

Record Lock

161 bytes added, 19:56, 13 April 2016
no edit summary
==Overview==
The '''Record Lock ''' will give the first person to access a record in [[Edit mode]] exclusive access to the record so that others cannot edit it until released.
A '''Record Lock''' can be enabled for:
* {{l1}}, {{l2}} and/or {{l3}} and on [[Transaction]]s<br />
* [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Level_1_Contact_and_Account_Field|Contacts ]] and [[Organizations]]
<br />
# Click on the '''Configuration''' menu, then select the '''[[Global Settings]]''' hyperlink.
# Navigate to the '''Organizations & Users''' tab.
# Under both the '''Company Settings''' and '''User Settings''' sections, the is a field titled '''Enable Record Lock''' option will be listed.# Add a check mark to the '''Enable Record Lock''' field to enable the record lockfeature.# Click '''Save''.
==Record Lock in Action==
2,004
edits

Navigation menu