To create a co-owner for a record, you must first create the
Co-owner field in a record and then assign a user or a group to it.
Follow these steps to set up co-owners:
Step 1: Creating the Co-owner field.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the Module Management section.
- Select Module Layouts & Fields.
- Choose a module from the Select Module drop-down.
- Click the Detail View Layout tab.
- Click the +Add Custom Field button under any block you want to create it in.
- You can also create a new block:
- Click the +Add Block button.
- Enter the block name.
- Choose the existing block after which you want to add the new block.
- Click Save.
- Click the +Add Custom Field button in the newly created block.
- Select Co-owners from the Select Field Type drop-down.
- Set the field properties:
- Mandatory Field: Entering a value for the field becomes mandatory.
- +Quick Create: The field becomes available under Quick Create.
- Key Field View: The field appears in the Key Fields section of a contact’s Summary View.
- Header View: The field appears in the Header section of a contact’s Summary View.
- Mass Edit: You can perform a mass edit action on the field.
- Click Save.
Step 2: Choosing the co-owner(s) for a record.
- Click the Main Menu.
- Go to the module where you created the Co-owners field in Step 5.
- Open a record in the module.
- Click the Deep Dive button.
- Search for the Co-owners field using the search bar.
- Choose a user or a group in the field to make them the co-owner.
- Click Save.