Posted tagged ‘lock records’

New LeadMaster Feature – Record Locking

June 14, 2013

When multiple users have access to a set of records, the record locking feature allows the users access to the information without the risk of overriding another user’s work.  If one user has opened a record and another wants to access that same record, the system will provide a limited view of the record with a “Record is currently locked” warning tells the user that another person is working with that record.

This is a great way for a group of users, like an inside sales team, to work on a set of records without having to assign them to individual users.

 

Locked Record

Locked Record

Enabling record locking at the workgroup level requires admin privileges.  It’s a simple drop down menu to turn it on or off.  You can also set the expiration time for when a record is locked – this avoid the situation where someone opens a record and then goes out to lunch, forgetting to log out.  When enabled in the workgroup settings, you can  adjust the settings to unlock the record after a period of time.

Turning on Record Locking

Turning on Record Locking