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Record Update Default vs Contact to Record

Record Update Default

Workgroup Setting - 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

User Profile - 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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