Changes

Jump to: navigation, search

Template:April2016Upgrade

8 bytes added, 14:24, 8 April 2016
no edit summary
This optional 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. It is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. 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 -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)
 ====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 '''Int Company & Ext Account Settings''' and '''Int User & Ext Contact Settings''' sections, locate the '''Enable Record Lock''' option.
# 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
2,004
edits

Navigation menu