Team detail view
Use the detail view to see, add, or modify information for a selected record. The detail view consists of fields, tabs, and a user-defined middle section.
Note: The system administrator and users
with the appropriate role can access these features. See What are Roles and Secured Actions?
To access the Team detail view, perform these steps:
- Click , and click on the Navigation bar, to access the Teams list view. See Using the Teams list view
- Click a team in the list, or use the to locate a team. The team information is displayed in the Team detail view.
On this page you can:
- Use the Lookup to search for team records. See Using lookup
- View a group. See What are Groups?
- Click , on the toolbar, to access the list view.
The Task Pane contains the section. In this section, you can:
- Add to Group. See Adding Ad Hoc group records
- Remove from Group. See Adding Ad Hoc group records
- Save Records as a Group. See Adding an Ad Hoc group
- Export records to a File. See Exporting records to a file
- Remove on All Teams. See Removing a team member
- Copy Team. See Copying a team
Information fields
The team information fields contain the primary information about the team. See Team Information Fields
Detail view tabs
Each tab displays the specific information related to the team profile. Click a link to see more information about each tab.
- Members. See Removing a team member
- Account Access. See Using the Account Access tab
User defined section
You can drag and drop tabs into the user defined middle section. The tab position is retained there until the tab is moved to the lower section. See Dragging and Dropping