This page describes how users can access various record types in TeamConnect, such as Contacts, Invoices, and Appointments. These records can be accessed through links on the global navigation bar or by using the All button. The global navigation bar displays main and sub-tab links, while the All button provides a complete list of standard and custom record types and tools, based on user access permissions.

This page outlines how collections appear in the left navigation pane of TeamConnect, including search views and user-created folders. While administrators define the initial collections, users can customize them based on their needs. Some functions, such as "Address Books," are specific to certain record types like Contacts.

This page describes the different methods available in TeamConnect for searching records, including ElasticSearch Global Search, collection searches, custom searches, and search modules. It highlights features such as customizable criteria, auto-suggest, advanced filtering, and grouping options to improve search precision and efficiency. Users can also export results in Excel or PDF formats.

This page explains how users can sort data in list views, document lists, and invoice line items by one or more columns in ascending or descending order. It notes that sorting remains in effect until the page is closed unless the data is exported, and clarifies that some lists may have fixed sorting that cannot be changed.

This page explains how to open records in TeamConnect by clicking on the record name link. It also highlights that most records include a toolbar, title bar, and access details to support user interaction.

This page provides an overview of record management in TeamConnect, including how to create new records, edit single or multiple records, copy existing records, import data using the Data Import Wizard, and reassign work to other users.

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 Objects, and Involved Contacts. This page details the complete information Data Import Wizard and troubleshooting the errors.

This page explains how to delete records in TeamConnect. Users can delete a record by clicking the Delete button, which appears on pages used for viewing individual records.

This page describes the Printable View button functionality. Clicking it opens a printer-friendly version of the current page in a new browser window. The content of the printable view adjusts based on whether you're viewing a list of records or a single record.

This page explains the two types of security in TeamConnect, focusing first on the comprehensive security managed by system administrators. It describes how administrators assign rights to user groups, controlling whether users can view, edit, create, or delete specific record types.

This page provides an overview of History records in TeamConnect, explaining that they capture the chronological history of changes or actions related to a parent record. It highlights that history records are always linked to a parent record and cannot exist independently.

This page explains how records in TeamConnect can be related to each other, particularly when two records of the same type are associated. It also notes that these relationships are viewable from the Relations page of each record.

This page explains that every record in TeamConnect can have documents associated with it, where documents refer to external files like images or word processing files that are uploaded into the system’s database.

This page provides an overview of workflow in TeamConnect, describing it as the process through which users approve or reject requests within the system.

This page provides guidance on configuring security settings and inheritance for custom objects and their related records in TeamConnect, outlining best practices and noting exceptions, such as special handling for invoices.

This page explains how to use the Reassignment Tool in TeamConnect to delegate appointments, tasks, and projects from one user to another, covering configuration steps, settings, and how to address reassignment failures.