Service Teams

Service Teams

Overview

Actions

Field Descriptions

Availability
  • Professional
  • Enterprise

Overview

Use the Service Team module to list the employees who assist the client, directly or indirectly, and the employee's role in servicing the client.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Service Team records.

To…

Then…

Create a Service Team record

  1. Access the Service Team Create form using one of the following:
    • Click Firm > Service Team > Create Service Team from the Navigation menu.
    • Click Create New on the Service Teams List View.
  2. Complete the Service Team Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Service Teams

Click Firm > Service Team > View Service Teams.
The Service Teams List View displays.

Display the details for a service team

Click the name in the Service Teams List View.
The Service Team Detail View displays.

Edit service team information

  1. Access the Service Team Edit View by doing one of the following:
    • Click Edit in the Service Team Detail View.
    • Click the edit icon (pencil) associated with the record in the Service Teams List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more records

  1. In the Service Teams List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Service Team Detail View.

Update information related to multiple service teams

  1. In the Service Teams List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate service team information

Click Duplicate in the Service Team Detail View. Duplication is a convenient way of creating a similar service team. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Service Teams List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Client

Click the Client associated with this Service Team record on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

Role

Describe the service the employee provides for this client.

Assigned to

By default, the record is assigned to the creator of the Service Team record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter additional details about the Service team relationship.

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