Create a new team

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:

  1. Click on Create Recordat the top of the screen. A drop-down list is displayed showing the categories and sub-categories available (see above).
  2. Click on the type of record that you want to create. The New Record form is displayed.
  3. Complete the form using the table below.
  4. Click Done to save the changes (or click Cancel to undo any changes).
Field Description
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.

 

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