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Article ID: KB22
Keyword Name: Lock, Payee, Record, Contact, Won't Open, Can't Close, Session, Management, Best Practices
Created: December 14, 2016
Viewed: 5193

Unlocking Contacts (Voters/Donors), and Payee Records - Notes on How Records get Locked and How to Avoid it




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Author: Kristenson, Joel

Last Updated: 2016-12-14






Overview


If you’ve ever received a message that a contact’s (voter/donor) record card is locked, like this:



It means that another database user has the record open, or left it open.  You can still view it, but only on a read-only basis (you can’t make changes).


This article shows how to unlock locked contact (voter/donor) records as well as payee records.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: When you’re finished working in a contact’s record card, or you’re done working for the day, make sure you close all ‘Open Windows’ before closing down the database application.  If you don’t, it will sometimes leave the record in a ‘locked state’:







Steps to Unlock Contact (Voter/Donor) Records


Navigate to the Contact (Voter/Donor) Lock Management list under the Application MenuRequires admin security clearance.



This list will auto-populate all records that are currently locked (opened by another user).  Check the boxes in the first column for the ones you want to unlock, and then click File > UnlockIn my example there were 7 and I selected 5 of them.



Click [OK] to proceed with unlocking the records you selected.



Click [OK] to close the popup notification once the process is finished.



The records will disappear from the list if they were successfully unlocked.



The next section shows how to unlock payee records, which is typically just for political customers or the few nonprofits who use our accounting tools.






Steps to Unlock Payee Records (Typically for Political Customers)


Navigate to the Payee Lock Management list under the Application Menu.



This list will auto-populate all payee records that are currently locked (opened by a database user).  Select the ones you want to unlock, and then click File > UnlockIn my example there were 3.



Click [OK] to proceed.



Click [OK] again once the process has finished.



The records will disappear from the list if they were successfully unlocked.



The related resources below link to a variety of similar articles and videos on this topic.














Related Resources


Article: During the Day Best Practices

Article: How to Enter a New Payee

Article: How to Enter an Invoice for a Payee

Article: How to Enter a Payment for an Invoice

Video: Getting Started Installing Trail Blazer

Video: Enter Invoice and Make Immediate Payment

Video: Getting Started 101 – Orientation to the screen

Video: Getting Started 103 – Adding a Contact Record

Video: Getting Started 106b – Entering Contributions (POLITICAL ONLY)

Video: Getting Started 106a – Entering Contributions (NON PROFIT ONLY)

Video: Getting Started 105 – Queries with an AND condition

Video: Getting Started 102 Beginning Queries - Political

Video: Getting Started 102 Beginning Queries - Nonprofit

Video: Getting Started 107 – Writing Contribution Thank You Letters

Video: Getting Started 104 Queries with wildcards





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