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  • Creating a Record
    https://success.mitratech.com/TeamConnect/Enterprise_User_Guide/Records/06_Creating_a_Record
    This page provides information about how you can create a new record, editing a single or multiple records, copying a record, importing data using Data Import Wizard, Reassigning work.
  • Data Import Wizard
    https://success.mitratech.com/TeamConnect/Enterprise_User_Guide/Records/06_Creating_a_Record/Data_Import_Wizard
    The Data Import Wizard facilitates the creation of multiple records simultaneously by importing data from a spreadsheet into TeamConnect. It supports various record types such as Contacts, Custom Obje...The Data Import Wizard facilitates the creation of multiple records simultaneously by importing data from a spreadsheet into TeamConnect. It supports various record types such as Contacts, Custom Objects, and Involved Contacts. This page details the complete information Data Import Wizard and troubleshooting the errors.
  • Reassigning Work
    https://success.mitratech.com/TeamConnect/Enterprise_User_Guide/Records/Reassigning_Work
    This page details the use of the Reassignment Tool to delegate appointments, tasks, and projects from one user to another, including steps, settings, and handling reassignment failures.