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Removing Record Locks Within Practice Manager

FAQs » Pre Sales FAQs » Removing Record Locks Within Practice Manager

If a record (e.g., Tax Return) gets locked, the Administrator is able to delete the record lock from within the software so this record can be accessed by other users.  

 Please complete the following steps if the Administrator is able to delete the record lock:  

  •  From the top toolbar go to Administration > System > Record Locks  
  • Record Lock Maintenance window opens  
  • Select the locked record and click on Delete Lock  

 

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