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Getting Started > Working with Records > Changing the Primary Custom Book on a Record

Changing the Primary Custom Book on a Record

Depending on the record ownership mode that your company administrator configures for a record type, a record of that type might have a primary custom book associated with the record instead of having a record owner. You can change the primary custom book on a record. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

To change the primary custom book on a record

1. On the record Detail page, in the Book field, click the Lookup icon.
2. In the Lookup window, find the custom book that you want to associate with the record, and then click Select.

   NOTE: Only books that can contain data can be associated with a record.

   The custom book that was formerly the primary book on the record is removed from the record. If you want the custom book to be associated with the record, then you must add the book to the record in the Book section of the record Detail page.

NOTE: You cannot edit the Primary check box on a custom book record in the Book related information section on a record Detail page.