Teams - How to add a client record to a team

 

I have created a team called xxxx

Client records can be added to the teams by the owner of the client record.​

 

Example of how to add a client record to a team. 


Open the client record you wish to share, go to Clients > Client Search. Enter the name of the client you wish to search in the provided fields. 

 


 

Open client record.

 

 

Select "Update Team". ​

 

 

 

Click on the dropdown box to find your team name and once selected click "Update". 

 

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Note that the client records you share will appear to your teammate(s) on the software’s All Clients tab.

If you currently have the Voyant software open you may need to close and reopen for the change I have made to sync.