How Do I Unlock A Record I Have Locked Myself?

Question:

I have locked a record and this needs to be modified by someone else – How do I unlock the record?

Solution:

When Applicant / Contact or Property records are locked, other members of staff will see the following and will be unable to modify the record

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To unlock the Applicant record, from the Summary tab, click to Edit Applicant Ownership within the Applicant Ownership section.

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Untick the Record Locked box and click Save.

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To amend the Contact record, from the Summary tab, click to Edit Contact Details within the Contact Details section.

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Scroll down to untick the Record Locked box and click Save.

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To amend the Property record, from the Summary tab, click to Edit Property Details within the Property Details section.

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Untick the Record Locked box and click Save.

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