Companies Team Tab

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

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

Contents

If custom grids or fields are defined for this tab in Vision (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 company. To add another employee, click + Add Team Member below the grid. 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. 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 the grid. That filters the grid so that it only displays a list of team members whose names contain those characters. To restore the full list, click X at the end of 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 company (for example, Principal Assigned). To select a relationship, click and select it from the list. To further describe the relationship, click and enter the description on 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 company.
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 company. 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 company, click this link to add a blank row to the grid, and select the employee in NAME.