View and Update Team Members for a Contact

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

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

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 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.

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 contact, complete the following steps:

1. Click to go to the Contacts area.
2. Use the search field immediately above the contact name to select the contact.
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 contact.
6. To view or enter a more detailed description of the relationship of the employee to the contact, hover over the row, and click to display the Team Member Information dialog box.