Record Update Default vs Contact to Record

Record Update Default

This workgroup setting always overrides the User Account’s default page settings and always displays the Sales Update / Record Update page when the Workgroup’s Record Update is set to “Enabled” and the user clicks on either the contact or the company – unless they have ‘Contact to Record’ selected as default Record page in User settings.

Contact to Record

This user setting if not checked will redirect users to the Edit Contact page when a contact name is clicked. When checked, clicking on the contact name will take users to the Company page.

Users can directly access the Edit Contact page for multiple contacts in a Record by enabling the ‘Contact to Record’ option in the User Account Settings.

Below are 4 scenarios and the expected results:

Scenario: WG Setting in Record Controls – Record Update Default = Enabled and My Account Setting – Contact to Record = Enabled
Result: Clicking on Contact takes the user to the Sales Update Page

Scenario: WG Setting in Record Controls – Record Update Default= Enabled || My Account Setting – Contact to Company = Disabled
Result: Clicking on Contact takes the user to the Add/Edit Contact

Scenario: WG Setting in Record Controls – Record Update Default= Disabled || My Account Setting – Contact to Company = Enabled
Result: Clicking on Contact takes the user to the Edit Profile Page

Scenario: WG Setting in Record Controls – Record Update Default= Disabled || My Account Setting – Contact to Company = Disabled
Result: Clicking on Contact takes the user to the Add/Edit Contact Page

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