Contacts Our Team Tab

Use the Our Team tab to create and maintain a list of the employees who are associated with the contact record. You can also include a description of their relationships to that contact.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Field	Description
Our Team 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. The Our Team grid is sorted by employee status, with all active employees displaying at the beginning of the list and then all other employees sorted by name. To copy or delete a team member on the grid, click , and select the desired option. 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 employee: Active: You can complete any transactions that requires an employee number using this employee's employee number. Inactive: When you use this employee number for transactions that require an employee number, you receive a warning message to let you know this employee is inactive. However, you are allowed to enter the transaction for the inactive employee. Terminated: You are prevented from using this employee number for transactions that require an employee number. You can still print reports and W-2 forms for the employee if they are terminated. You can change the employee's status on the Summary Pane in the Employees hub.
Title	This column displays the employee's job title. You can change the employee's title in the Employees hub.
Work Phone	This field displays the employee's work phone number. You can change the employee's phone number in the Employees hub.
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.
Relationship Description	Use this field to enter additional details about the employee's relationship to the contact. Click to open the text editor and enter detailed information.
+ 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.