View and Update Team Members for a Company

Use the Team tab in the Companies area to view and update a list of your employees who are associated with a company.

The grid on this tab displays your employees who are currently associated with the company. You can edit the relationship information, and you can add employees as new team members for the company.

Employees are sorted by status, to display all active employees at the beginning of the list, and then by name.

When you add a new company using the Add Company form, you are automatically added as a team member for that company. However, you will need to go to the Team tab to describe your relationship to the company.

For companies that are set up in Ajera CRM as vendors and do not have an associated client record, the Team tab is not available because you cannot associate employees with vendors in Ajera CRM.

Note: If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the team members grid. As with standard grids and fields, you must make entries in any required columns and fields.

To view and update team members for a company, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company.
3. Click the Team tab.
4. To add an employee to the team, do the following:
   1. Click + Add Team Member below the grid.
   2. Select the employee in NAME. Type one or more characters from the employee name to select from a list of employees whose names contain those characters, or click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
5. In RELATIONSHIP, click and select the type of relationship that the employee has to the company.
6. To view or enter a more detailed description of the relationship of the employee to the company, hover over the row, and click to display the Team Member Information dialog box.