Custom Team Member

Updated by Steven Garand

Must chose the Custom Team Member Type (Type) to add the team member to.

Options

  1. Type (Custom Team Member Type which must be specified)
  2. First Name
  3. Last Name
  4. Middle Name
  5. Street1
  6. Street2
  7. City
  8. State
  9. Zip
  10. Phone
  11. Extension
  12. Fax
  13. UPIN
  14. License
  15. GRP
  16. Title
  17. Notes
  18. EMail
  19. User Defined 1*
  20. User Defined 2*
  21. User Defined 3*
  22. User Defined 4*

*Only shown if column defined in User Defined Columns

Actions

  1. Add new custom team member *
  2. Delete custom team member **
  3. Update custom team member *
  4. Save custom team member changes
  5. Sort custom team member
  6. Move custom team member columns
  7. Filter custom team member

* Row denied if custom team member type is blank, custom team member name is blank or if another row has the same name and phone number. Note: To be considered a different phone number, the new and existing phone numbers must be entered and have different values. A blank phone number and a valid phone number are considered the same phone number.

** Delete denied if custom team member used in any order.

How did we do?