Concurrent Access Warnings
Introduction
"Concurrent Access Warnings" are designed to enhance collaboration within your team while safeguarding your data from accidental overwrites. This wiki page will explain what these warnings are and how to handle them effectively.
Understanding Concurrent Access Warnings
Concurrent Access Warnings are alerts that inform you when another member of your team is currently accessing the same client record that you are. These warnings help prevent the unintended overwriting of each other's data during simultaneous edits.
What Do Concurrent Access Warnings Look Like?
A typical Concurrent Access Warning might appear as follows:
Warning: Another member of your team is currently accessing this client record. Be careful when saving to avoid overwriting one another's data.
Concurrent session: [Teammate's Name] (Access time: [Access Time])
How to Handle Concurrent Access Warnings
1. Read the Warning Carefully
When you encounter a Concurrent Access Warning, take a moment to read it carefully. It provides vital information about who is accessing the record and when they started.
2. Communicate with Your Team
If you see a warning, it's essential to communicate with the teammate mentioned in the warning. Coordinate with them to avoid conflicting edits. Use your team's preferred communication channels, such as messaging apps or email, to ensure everyone is on the same page.
3. Avoid Simultaneous Editing
Whenever possible, avoid making edits to the same client record simultaneously with your teammate. This reduces the risk of data conflicts and ensures that both of your changes are successfully saved.
4. Refresh the Page
Before making any changes, refresh the client record page. This ensures that you have the most up-to-date data. To refresh the page, click the 'Refresh' button in the bottom right corner of the screen.
5. Communicate Changes
If you've made significant edits and are about to save, inform your teammate about the changes you're making. This helps them decide whether to proceed with their edits or wait until you've finished.
Summary
Concurrent Access Warnings are a valuable feature that promotes teamwork and data integrity. By following the steps outlined in this guide, you can use this feature effectively, minimizing the risk of data overwrites and ensuring smooth collaboration within your team.
If you have any questions or encounter any issues related to Concurrent Access Warnings, please reach out to your CRM administrator or our support team for assistance.