Last Opened Badge

When opening an existing sales record (Quote, Booking, Invoice etc) a badge appears that shows when the record was last opened, and by whom.

This is to minimise the risk of two users attempting to edit the same record at the same time, in which case the last user to save the record would effectively overwrite the first users work.

You will see this information on the top right of the sales record screen, which will show the record as being last opened by you or by another user.


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