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Form Manager

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.

See also