CRM Teams - Details Page

When you click on the View Record Details icon Detail for a specific record on the CRM Teams/Criteria Grid page, the CRM Teams Detail page opens for that record in modify mode.

There are two sections on the Detail page of the CRM Teams view. The following list defines every field displayed in each section:

  • In the General section:

    • Description - enter a full description of the CRM Teams. The Description can be a maximum of 128 alpha numeric characters in length. This is a required field.

    • Details - enter up to 2048 characters for the Details associated with the CRM Team. This field is optional.

  • In the System section, the fields are available for information purposes only and cannot be edited:

    • Creator - displays the user id of the user logged into the system when the record was created.

    • Time Created - displays the date and time at which the record was created.

    • Modifier - displays the user id of the user logged into the system when this record was last updated.

    • Last Change - displays the date and time at which the record was last updated.

For information on the functionality of each button on the CRM Teams Details page, click here.