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Pass records to co-workers

Records can be easily passed on to colleagues and opened and edited directly by the recipient.

  1. Open the record you want.
    Example: Transfer customer account to colleagues in the sales department
  2. Click on the expand triangle next to Speichernexpand Save in the top left-hand corner of the toolbar.
  3. Click on Uebergeben Save and pass and select a User from the picklist.
    Note: Only currently logged-in users are available for selection.
  4. If necessary, add a short Message for the recipient.
  5. Click on Pass.
  6. The recipient receives the message "User x would like to pass record x" and has the option to Reject or Open the record or set a Remind later.

Alternatively, records can be passed to a logged-in user using the expand triangle next to the window title (top centre) -> Uebergeben Close and pass .