Difference between revisions of "Record Actions"
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===Merge Records=== | ===Merge Records=== | ||
This option appears for [[Cases]] | This option appears for [[Cases]]. Use it to eliminate duplication by merging two records into one. | ||
:''Learn more:'' [[Merge | :''Learn more:'' [[Merge Cases]] | ||
===Complete=== | ===Complete=== | ||
Revision as of 18:38, 9 June 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: Merge Cases
Complete
This option appears for Tasks. Use it to mark a Task as completed.
Macros
Macros defined for this object appear here.