Product: FindOmatic
Description: How to open a record
Description: How to open a record
Environment: All
Version: All
Answer:
For more information on how to search for records, please see this solution.
Opening a full constituent record
Click on the desired record to open it. Press the CTRL key while clicking to open the record in read-only mode.
Opening a non-constituent record
Click on the desired non-constituent record. If FOM settings are configured to Always promote to a full constituent when opening a non-constituent, the record is automatically promoted to a full constituent and the record is opened.
If FOM settings are configured to Never promote to a full constituent when opening a non-constituent, the record remains a non-constituent and the record is opened.
If FOM settings are configured to Ask to promote to a full constituent when opening a non-constituent, a popup opens asking you to choose whether to promote the record to a full constituent. Click Yes to promote the record to a full constituent and open the record. Click No to open the non-constituent record.
Note: Press the CTRL key while clicking to open the record in read-only mode.
For more information on FindOmatic, please review the FindOmatic User Guide
If FOM settings are configured to Never promote to a full constituent when opening a non-constituent, the record remains a non-constituent and the record is opened.
If FOM settings are configured to Ask to promote to a full constituent when opening a non-constituent, a popup opens asking you to choose whether to promote the record to a full constituent. Click Yes to promote the record to a full constituent and open the record. Click No to open the non-constituent record.
Note: Press the CTRL key while clicking to open the record in read-only mode.
For more information on FindOmatic, please review the FindOmatic User Guide