Category: Configuration

Restricting modification and deletion of Comments

Overview This article describes the following settings: Restricting modification and deletion of comments after a specific time interval Disallowing modification and deletion of comments Who should read this? TopTeam …

How to create a new Collections record type

Overview You can create a new Collections record type in TopTeam via the Administration section, to meet your organization’s specific needs. This article explains how to create a new …

How to define Checklist for a record type

Overview This article explains how to define Checklist for a record type. Who should read this? TopTeam Administrators Step 1. Navigate to the Administration section, click Configure System Record …

How to add Checklists tab in record editor

Overview This article explains how to add the Checklists tab to a TopTeam record editor. Who should read this? TopTeam Administrators Step 1. Navigate to Customize Record Type Form …

Configuring Mandatory and Read-Only Fields

Overview This article describes how to configure Mandatory and Read-Only fields for a record type at the system-wide level and project level. For each record type in TopTeam, you …

Configuring and using Calculated Fields

Overview Calculated Fields are the fields that derive their values using some calculation performed on values of other fields of a record. This article explains how to create and …