Difference between revisions of "Record Actions"
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In the sidebar, while viewing a record, click '''Actions''' to reveal a list of additional actions that can be taken on the record. | In the sidebar, while viewing a record, click '''Actions''' to reveal a list of additional actions that can be taken on the record. | ||
<noinclude>__NOTOC__</noinclude> | |||
<blockquote> | |||
===Claim=== | |||
This option appears for any record that does not currently have a [[Record Owner]]. | |||
===Assign to Owner=== | |||
Use this option to select a [[User]] as the owner of the record. | |||
===Assign to Team=== | |||
Use this option to assign the record to a [[Team]]. | |||
===Delete=== | |||
If you permissions permit it, you can use this option to delete a record, automatically moving it to the [[Recycle Bin]], where it is held for 30 days. | |||
:''Learn more:'' [[Delete Records]] | |||
===Print=== | |||
Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template. | |||
:''Learn more:'' [[Print a Record]] | |||
===Merge Records=== | ===Merge Records=== | ||
This option appears for Cases. Use it to eliminate duplication by merging two records into one. | |||
:''Learn more:'' [[Case Merge]] | |||
===Complete=== | |||
This option appears for [[Tasks]]. Use it to mark a Task as completed. | |||
===Macros=== | |||
[[Macros]] defined for this object appear here. | |||
</blockquote> | |||
Latest revision as of 22:34, 15 September 2015
In the sidebar, while viewing a record, click Actions to reveal a list of additional actions that can be taken on the record.
Claim
This option appears for any record that does not currently have a Record Owner.
Assign to Owner
Use this option to select a User as the owner of the record.
Assign to Team
Use this option to assign the record to a Team.
Delete
If you permissions permit it, you can use this option to delete a record, automatically moving it to the Recycle Bin, where it is held for 30 days.
- Learn more: Delete Records
Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template.
- Learn more: Print a Record
Merge Records
This option appears for Cases. Use it to eliminate duplication by merging two records into one.
- Learn more: Case Merge
Complete
This option appears for Tasks. Use it to mark a Task as completed.
Macros
Macros defined for this object appear here.