Difference between revisions of "Record Lock Feature Added when Modifying Contacts and Companies"
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(Created page with "==Overview== It is possible that two people could attempt to edit the same record at the same time. This scenario could lead to data loss. This feature locks a contact and co...") |
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==Overview== | ==Overview== | ||
| − | + | This enhancement extends the existing [[Record Lock|record lock]] feature to include contacts and company records eliminating the possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within [[Global Settings]]. | |
==Illustrated== | ==Illustrated== | ||
| − | [[Image:Enable_record_lock.png|link= | + | [[Image:Enable_record_lock.png|link=]]<br /> |
| − | ''The option to Enable Record Lock for contacts and companies | + | ''The option to Enable Record Lock for contacts and companies illustrated (above).'' |
==Configuring the Contact and Companies Record Lock== | ==Configuring the Contact and Companies Record Lock== | ||
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# Under the '''Organization Settings''' section and '''Users Settings''' section, locate the '''Enable Record Lock''' option. | # Under the '''Organization Settings''' section and '''Users Settings''' section, locate the '''Enable Record Lock''' option. | ||
# Add a check mark to enable the record lock. | # Add a check mark to enable the record lock. | ||
| + | # Click '''Save'''. | ||
==Notes== | ==Notes== | ||
| − | * This feature can be configured separately for both companies and users | + | * This feature can be configured separately for both companies and users. |
==Also See== | ==Also See== | ||
| Line 19: | Line 20: | ||
| − | [[Category: | + | [[Category:System Management]][[Category:Contacts]] |
Latest revision as of 15:30, 31 August 2016
Contents
Overview
This enhancement extends the existing record lock feature to include contacts and company records eliminating the possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings.
Illustrated
The option to Enable Record Lock for contacts and companies illustrated (above).
Configuring the Contact and Companies Record Lock
- Click on the Configuration menu, then select the Global Settings option.
- Navigate to the Organizations & Users tab.
- Under the Organization Settings section and Users Settings section, locate the Enable Record Lock option.
- Add a check mark to enable the record lock.
- Click Save.
Notes
- This feature can be configured separately for both companies and users.
