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The Record Update Default feature In Manage Workgroups & Contact to Record option in the user settings

Article ID: 372
Last updated: 14 Feb, 2020
Views: 0

This is the Workgroup setting.

LeadMaster CRM - Workgroup Management - Record Update Default

The workgroup setting overwrites the User Account's default page settings and always takes displays the Sales Update / Record Update page when the Workgroup's Record Update is set to "Enabled" and the user clicks on either the contact or the company - unless they have 'Contact to Record' selected in User settings.

You can directly access the Edit Contact page for multiple contacts in a Record by enabling the 'Contact to Record' option in the Account Settings.

Below are 4 scenarios and the expected results.

1) WG Setting in Record Controls - Record Update Default = Enabled || My Account Setting - Contact to Company = Enabled

Result: Clicking on Contact takes the user to the Sales Update Page


2) WG Setting in Record Controls - Record Update Default= Enabled || My Account Setting - Contact to Company = Disabled

Result: Clicking on Contact takes the user to the Add/Edit Contact


3) WG Setting in Record Controls - Record Update Default= Disabled || My Account Setting - Contact to Company = Enabled

Result: Clicking on Contact takes the user to the Edit Profile Page


4) WG Setting in Record Controls - Record Update Default= Disabled || My Account Setting - Contact to Company = Disabled

Result: Clicking on Contact takes the user to the Add/Edit Contact Page 

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folder Getting Started -> Application Administration
folder Getting Started -> Application Administration -> Logon Management -> Privileges Page
folder Getting Started -> Application Administration -> Logon Management -> User Settings

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