Contacts Team Tab

Use the Team tab in the Contacts area to create and maintain a list of your employees who are associated with a contact and to describe their relationships to that contact.

Contents

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.

Field	Description
Team members grid	This grid displays the employees from your firm who are associated with the contact. To add another employee, click + Add Team Member below the grid. When you add a new contact using the Add Contact form, you are automatically added as a team member for that contact. However, you will need to go to the Team tab to describe your relationship to the contact. Employees are sorted by status, to display all active employees at the beginning of the list, and then by name. If the list is long and you want to locate a particular team member, type one or more characters from the employee name in the field above NAME. That filters the grid so that it only displays a list of team members whose names contain those characters. To restore the full list, blank out the field.
NAME	This field displays the employee's name. Click the name to display a tooltip containing employee information: job title, location, phone numbers, email address. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To add another employee to the team, click + Add Team Member below the grid to display an empty row, and select the employee in NAME. Click to select the employee from the full list, or type one or more characters from the employee name (first, preferred, middle, or last) in the NAME field to select from a list of employee names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
STATUS	This column displays the status of each of the employees: active (green), inactive (gray), or terminated (red).
TITLE	This column displays the employee's job title.
RELATIONSHIP	This field displays the employee's relationship to the contact (for example, Teammate). To select a relationship, click and select it from the list. To further describe the relationship, click and enter the description in the Team Member Information dialog box.
WORK PHONE	This field displays the employee's work phone number.
	Hover over the row and click to display the Team Member Information dialog box and review or enter a more detailed description of the employee's relationship to the contact.
Team Member Information: RELATIONSHIP DESCRIPTION	Use the RELATIONSHIP DESCRIPTION field in the Team Member Information dialog box to enter additional details about the employee's relationship to the contact. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment
+ Add Team Member	To add another employee as a team member for the contact, click this link to add a blank row to the grid, and select the employee in NAME.