TEAM MEMBERS ARE LISTED UNDER RELATED INFORMATION (above left) |
This is a tag that gathers the names of all current team members together.
Why name team members in an individual client record?Keeping Team members up to date:
When there are changes to the team, be sure to adjust this in the main
TeamTemplate manualization, here:
.
If an existing team member leaves:
Remember to delete their name from the
TeamTemplate.