How to confirm a record is locked

To confirm a record is locked, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Edit. When a different user tries to open the same record it will be...

How to view conversations in a record

To view conversations in a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Open Application Record Chat.

How to Delete multiple records

To delete multiple records, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Choose multiple record by clicking on Shift Click on Delete Selected.

How to Delete a record

To delete a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Delete.

How to view the change history of a record

To view the history of a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on History.

How to Download a record

To download a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Download.

How to Copy a record

To edit a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Copy.

How to Edit a record

To edit a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on Edit.

How to View a record

To view a record, Go to Applications page, Click on View Application Data. All saved data in that application will be displayed. Click on View

How to access saved data (from data page)

To access saved data (from data page), Go to Data page, Select an Application from the dropdown. All saved data in that application will be displayed.