If custom fields are defined for this tab in the Customization area of the Configuration workspace, those fields display below the team members grid. As with standard fields, you must make entries in any required custom 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).
You cannot change an employee's status here. To do that, go to the Employees & Users area in the Configuration workspace.
|
| TITLE
|
This column displays the employee's job title.
You cannot change an employee's job title here. To do that, go to the Employees & Users area in the Configuration workspace.
|
| 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.
You cannot change an employee's work phone number here. To do that, go to the Employees & Users area in the Configuration workspace.
|
|
|
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.
|
