View Messages that Display a Record's Editing Status

As you edit a record and save your changes, color-coded status messages display at the top of the form to alert all employees of the changes made to the record.

Orange Message: One or More Users Editing

When one or more users are actively editing a record, an orange indicator displays at the top of the form along with this message: [Employee] is editing this record. Clear this indicator to continue.

Orange Message: Record Updated and Saved Notification

When a user edits and saves a record that other users are viewing, an orange indicator displays at the top of the form along with this message: This record has been modified by [Employee]. Please refresh to see the changes. Clear this indicator to continue.

Red Message: Record Deleted Notification

When a user deletes a record that is currently being viewed by other users, a red indicator displays at the top of the form along with this message: This record has been deleted by [Employee]. Clear this indicator to continue.

When you edit a record in list view, these messages do not display until you save the record.