Customer Check In/Out
Customer Check In/Out prevents or allows other users from changing information in a specific particular customer record. If activated, this feature alerts potential users that the customer record is checked out to another user. This feature is helpful if you are away from the office and do not want other users to open and change information in a specific customer record.
To check out a customer record
Select File > Check Out Customer.
A dialog box appears asking you to confirm that the
record is to be checked out. The 
icon
is displayed to the right of the customer record link on the Locator
Screen indicating that the record is checked out to another user.
When users open a customer record that has been checked out by another user, they will only be able to view screens and print reports, and will not be able to make changes. The user that checked out the customer record has control and access. A message tells the unauthorized users that the record is checked out and by whom (not shown). Unauthorized users are not able to add, modify, or delete any information in any checked out records; however, they can view the on-screen data and view and print reports. Users with checked out records can log in and out of the system as needed and maintain the checked out status of their customer records. A checked out customer record will maintain that status until one of two things occur: The user that checked the record out checks the record back in. An administrator or supervisor with the proper permissions can change the status of any customer record that has been checked out or locked.
To check in a customer record
Check in a customer record you checked out to make the record accessible to other users. Select File > Check In Customer.
A dialog box appears asking you to confirm that the
record is to be checked in. The icon
no longer appears to the right of the customer record link on the Locator Screen.