Creating a Service Team

You need to have the appropriate privileges to perform this task. You can create teams ahead of time or on the fly. A team can have a maximum of 32 members and a single employee can belong to more than one service team.

1. Press the Create Team Members or Add Team to Check function key.
2. In the Team Service dialog, press Add, enter a name for the team, and then press OK.
3. From the Select Employee section of the dialog, select the employees to add to the team, and then press Add.

   The dialog only shows employees from the current revenue center that have been designated as available for Team Service.

4. Press Save.