Once you search for a contact and there name is in the list from the Team Search you click on their name and a dialog box will open.
Dialog Box and Tabs
- Click on the team members name and the Dialog Box will open with the the various tabs or cards where all the data for this person is stored
- Each tab / card is labeled to guide you to where the data is located
- Click on each tab / card to disclose the headings or accordions on each tab, if you then click on an accordion the data fields will be exposed.
Exposing the Data Fields
- Inside an accordion data can be edited or added and saved by clicking on the save button
- Once data is save an other accordion can be open by clicking on the down triangle
- To close the dialog box click on the close button
The principals above apply to all the other tabs / cards except travel and housing as these data fields are managed from the travel and housing modules.