Record Lock Feature Added when Modifying Contacts and Companies

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 company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. 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 is illustrated above

Configuring the Contact and Companies Record Lock

1. Click on the Configuration menu, then select the Global Settings option.
2. Navigate to the Organizations & Users tab.
3. Under the Organization Settings section and Users Settings section, locate the Enable Record Lock option.
4. Add a check mark to enable the record lock.

Notes

• This feature can be configured separately for both companies and users

Also See

• Record Lock