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How do I define the co-owners of a record?

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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.

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the Module Management section.
  4. Select Module Layouts & Fields
  5. Choose a module from the Select Module drop-down.
  6. Click the Detail View Layout tab.
  7. Click the +Add Custom Field button under any block you want to create it in. 
    • You can also create a new block:
      1. Click the +Add Block button.
      2. Enter the block name.
      3. Choose the existing block after which you want to add the new block. 
      4. Click Save.
      5. Click the +Add Custom Field button in the newly created block.
  8. Select Co-owners from the Select Field Type drop-down.
  9. 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.
  1. Click Save.

Step 2: Choosing the co-owner(s) for a record.

  1. Click the Main Menu.
  2. Go to the module where you created the Co-owners field in Step 5.
  3. Open a record in the module.
  4. Click the Deep Dive button.
  5. Search for the Co-owners field using the search bar.
  6. Choose a user or a group in the field to make them the co-owner.
  7. Click Save.
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