Task

A System Object definition used to track internal assignments, usually related to Projects. For example, preparing reports, following up on cases, reviewing documentation, and so on.

Template

This term can refer to the following:

• Document templates
• Templates used with Wizards
• Templates used with rules
• Templates used with wizards and rules

A document template is a template designed for use with the Document Generator. You can use this capability to generate documents from Records using certain fields, such as the name of the contact associated with the record.

Templates used with wizards or rules define default values that should be automatically filled in for certain fields, Sub-objects, and Related Objects. For more details on templates, see Creating Custom Pages.

tool

There are system tools that come by default with TeamConnect; however, it is also possible to create custom tools.

transaction

Events or happenings in your business that change its financial position, such as buying supplies, paying bills, withdrawing money, or buying equipment. For example Expenses, Tasks, and Invoices and regular money withdrawals from and transfers between Accounts incur transactions against accounts.