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A user interface element that appears at the top of all user and administrative record screens. When clicked each tab opens a new set of information from the record.

In the end-user interface, all tabs in object Records are defined using the Search Views in the object definitions. When you define tabs, you must add at least one Block in order for the tab to be displayed on the screen.


An instruction that is included in an HTML or XML file. The instruction is enclosed between the greater than (>) and less than symbols (<), also known as angled brackets. You use tags when creating Blocks, or Document Templates.

Tag Attribute

A value that modifies an HTML or XML tag. For example, if you want to specify that a number field is formatted to display as a dollar amount in a form, you would use the attribute format="DOLLAR".

For a list of available tag attributes for TeamConnect Blocks, see Using Tag Attributes section.


A System Object definition that is intended to allow end Users to track internal assignments that they have to do, usually while working on Projects, for example preparing reports, following up on cases, reviewing documentation, and so on. Tasks are automatically available as a system Block in Object Views for Custom Objects.


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.


A utility that helps to automate an operation to decrease the time and effort that would be expended on a task, such as reassigning work in bulk to various Users. There are system tools that come by default with TeamConnect; however, it is also possible to create custom tools. For details about creating custom tools, see Creating Custom Tools.


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.


The act of jumping from one table to another in Object Navigator. This is accomplished by selecting one of the Attributes that appears with an arrow next to it. Each time you traverse to another table, you add the selected attribute to the Path which you are creating to identify a field in TeamConnect.

Tree Position

The last branch in a lookup table hierarchy tree, represented by 4-character alphanumeric combination assigned to an item listed in a Lookup Table, a Category or an Assignee Role. Tree positions uniquely identify these items in TeamConnect database. They can include letters and numbers, but letters used in a tree position must be capitalized.

The full tree position path of each child lookup item includes the tree positions of all of its parents.

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