Record Actions

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

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

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.