View source for Record

[[File:record.gif|right|upright|thumb]]Records are data rows in an [[Object]]. A record might contain account or contact information, a task or appointment, or other information vital to your work. 

Records are always owned by a [[User]] who is part of a [[Team]]. Typically, each team is led by someone who has the ability to define how the team operates and can see what all the other team members are doing, via [[Roles]]. 

Defining teams, roles, and users can be a cyclical process sometimes. You should be prepared to make adjustments as your teams' needs change.

==Records in Objects==
Open any record in the {{enterprisebrand}}, and find a data entry form, configured with fields, ready for data entry.

Typical actions available in records:
:*[[#New Record|Add a Record]]
:*[[#Merge Records|Merge Records]]
:*[[Edit a Record|Edit Record Information]]
:*[[Delete Record|Delete a Record]]
:*[[Log a Call|Log a Call]]
:*[[Send Email |Send an Email Message]]
:*[[Campaigns|Build and Track Email Campaigns]]
:*Perform [[More Actions|Batch Operations on Records]] (examples: Mark as Complete, Update, Transfer Ownership, or Delete)
:*Add, Edit, Delete or Show/Hide [[Related Information]] sections

==Record Owners ==
{{:Record Owners}}

==Owning Team==
{{:Owning Team}}

==New Record==
{{:New Record}}

==Clone a Record==
{{:Clone a Record}}

==Edit a Record==
Once you have created a record, you can modify or update any of the information as necessary.

To edit a record:
#In the navigation pane, under the application Workspace, click the object that contains the record you want to edit. ''Learn more: [[Accessing Records]]''
#Click the folder-link next to the record name
#Click the [Edit] button.
#Change whatever information is necessary in the record. Each record contains different types of information.
#Click '''[Save]'''

==Print a Record==
{{:Print a Record}}

==Delete Record(s)==
{{:Delete Record}}

==Merge Records==
{{:Merge Records}}

===Send an Email Message from a Record===
*[[Send Email|Send an Email Message from a Record]]
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[[Category:Glossary]]
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