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Parent-child relationships

Hierarchical relationships, where one "parent" record can have multiple "child" records, whereas each child record can have only one parent. For example, one dispute record can have multiple account records related to it. Within a parent record, child records are always displayed as hyperlinks on a search screen, on a separate tab or section of the record.

In the Category drop-down list on the Categories tab, the parent-child relationships between categories are indicated by indentations that reflect the hierarchical relationships between them.

For more details on the parent-child relations between projects, see "Parent and Child Projects" on page 110.

Parent Record

A record of a higher "rank" in the record hierarchy, which may have multiple related records of a lower "rank," often known as Child Records. In most cases, the parent record is a matter. The only other record type that my have parent-child relations is Account.

Within each child record, the parent record is always displayed as a single hyperlink in the General Information section on the General tab of the record. You can select the parent record by using the Search Module field (or a drop-down list, depending on your settings).


Specific stages each Project must go through to be completed. Together these phases constitute the project's life cycle.


An input-output point where data can enter or leave a computer. If an application is set up on a computer, for example, Outlook, this computer is the host for this application. A computer port allows the application to communicate outside the computer.

Portal Pane

A component of a home page that could display items such as your current projects, tasks, and appointments, hyperlinks to the Web, or hyperlinks to create new records. Portal panes in your home page are tailored to your specific needs by your system administrator, to give you quick access to tasks you need to perform frequently.


System options that you can use to meet your individual needs and personal preferences. They are listed in the Options drop-down list on the Main menu bar.

Process Manager

A TeamConnect user who is responsible for monitoring approval processes that are sent to approvers by requestors. Process Managers receive notifications of approval requests when there is an error.

They may also be notified when a request is rejected or expired. They can restart an approval process to resolve errors, rejections, or expirations, or reassign the task of approving a request to other users when necessary. They can also reject approval requests.

The Process Manager role is assigned to a user group rather than an individual user. However, each user within that group has equal authority to perform Process Manager activities.


Types of records that are specifically designed to meet the business needs of your organization, also known as Custom Objects. All available types of projects for your organization are displayed at the end of the Go to and Create a new drop-down lists on the Main menu bar.

Project-specific Task

Tasks that are not associated with a specified project.


A method or type of communication that a computer network uses.

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