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Conga Support

Edit Parental Data

You can view and edit parent records from the child record.  For example, while on a Contact record, you can edit fields on the parent Account record.

  1. Make the inline edits (you will receive a notification).

  2. Prior to saving the data, the cell will have a blue mark (as opposed to the default red).

  3. Click Save Data.  The parent record field will be updated.

 This functionality is enabled by default.  To disable, change the feature security for the Edit Parental Data field.