Shared Records & Sync Proposals
A contact can be shared from one space into another. When it is shared as a linked copy, the original space keeps the master, and your space holds a copy that stays in step with it — but never behind your back. Every change the owner makes arrives in your space as a proposal that somebody has to accept.
That is the whole design: an owner can update their record without your permission, and your copy does not change without yours.
Where to find it
| Screen | Where it lives | What you need |
|---|---|---|
Sync Proposals — /sync-proposals | the sidebar, under Communication & integrations | Permission to review sync proposals |
What a proposal looks like
Each waiting proposal names the contact, who proposed the change, and when. Beneath it is the difference — not the whole record, only what would change:
- A changed field reads as from → to, so you can see the old value and the new one side by side.
- Phones, emails and addresses read as a list of what would be added, updated and removed.
- Custom fields are shown the same way as ordinary fields.
The two answers
| Button | What happens |
|---|---|
| Approve | the difference is applied to your copy |
| Reject | your copy stays exactly as it is |
Rejecting does not break the link and does not stop future proposals: the next change the owner makes arrives as a new proposal. You are declining this change, not the arrangement.
Nothing waiting
An empty queue is the normal state. Proposals only appear when an owner has actually changed a shared record.