The types of records that you can create are managed by the Office category and its sub-categories. These are managed through the Category Manager in Settings.
Complete the following steps to create a new team:
- Click on Create Recordat the top of the screen. A drop-down list is displayed showing the categories and sub-categories available (see above).
- Click on the type of record that you want to create. The New Record form is displayed.
- Complete the form using the table below.
- Click Done to save the changes (or click Cancel to undo any changes).
|Label||Enter a name for the new team|
|Incorporated as||Enter the full legal name for the new team.|
|Registered on||Click on the calendar icon to select the date on which the team is created.|
|Chart Label||Enter a label that will represent the team in chart legends and axis labels in reports.|
|Colour||Select a colour that will be used to represent the team in charts and reports.|
|Currency||Select the currency that the team operates in from the drop-down list.|
|About||Enter a description about the team.|
|Letterhead info||Enter any details that will appear in letterheads for the team.|