A record that may have multiple related records that are not hierarchically subordinate to it, but were created for it and hence, are dependent on it.
For example, a Dispute record can have multiple tasks and appointments, an invoice can have multiple history records, a contact can have multiple documents, and so on. Typically, main records are projects. However, all record types can have dependent records of type history and document.
Within a main record, its dependent records are displayed as multiple hyperlinks in a search screen, or in a separate tab or section of the record.
This term can refer to the following:
Route members are users who are included in the Approval process in an Approval Rule.
Address Book members are contacts that are included in a user's personal address book.
A type of text field in which you can type free form text of a length up to what your database permits.
Types of records that are specifically designed to meet the legal needs of an organization. The standard TeamConnect matter types are advice & counsel, disputes, and transactions. They are sometimes referred to as "projects," such as in the Project search module.