Home > eSalesTrack Help Menu > Administrator > Modules > Form Manager > Additional Tabs > Team Member Tab
Team Member Tab
You can add the team members tab to any layout. The
team member tab will show you all of the users that are owners or are team
members on the record. You can also add additional team members to a
record from the record member tab. If a user is a team member on a record
then they will be able to view and edit that record.
To add the team members tab:
1. Open the from manager for the module you would like to
add the tab to.
2. Select the layout you would like to add the team
members tab to.
3. Tabs are located on the left side of the form manager
under the section labeled "Additional Tabs". The team members tab is under
the heading "System Tabs". Click and drag the team members tab to one of
the open tab spaces above or below the form.
4. Click "Save Form Layout" when finished.
5. When you open a record from that module you will new
see the team members tab. You can click on this tab and it will bring up
all the team members assigned to this account. You can also add notes
by clicking "new note" on the tool bar.