Teams

Team, specific users grouped as a team to finish some specific tasks or do some job for some purpose;

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

Field	Description
*Name	A team name (up to 250 characters).
Color	The color of the team . This color is reserved for future use.
Leader	The leader name of this team from the list. To add or edit the leaders, go to the Users view in the Users category.
Effective Date	The date when the changes made will take effect.
Description	Text to describe the team.

To clone teams:

Click Users -> Teams button on the left side shortcut bar, select the place you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
Modify if necessary, after modify, click the Save button.

To add teams:

Click Users -> Teams button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
Enter a unique team's Name (up to 255 characters).

The following steps are optional:

Select Leader of the team from the drop-down list. Assigning a leader to a team permits that person to manage on that team.
Choose Color of the region from the drop-down list.
Enter Effective Date.
Enter Description to describe the team. his is useful to help you and others remember the details of this team.

To modify or delete team:

	The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
	Table View integrates a lot of buttons for easy operation, click here to learn them.
	Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
	Switch to the appropriate tab to add Notes, Phones and Addresses if have.