Troy Vision Consultant Teams
Troy Vision can group consultants into a number of teams. It is not necessary to put all consultants into teams and one consultant can be in several teams at the same time.
Go to settings / System Settings / Users / Divisions and select the Teams tab.
Click on Add to create a new team. Simply give it a Code and Description and tick each of the consultants that you want to belong to it.
You can change which consultants belong to a given team at any time.
Once any teams have been created, they can be used in the front screen data analysis. Click on Organise View and select which team you want to use.
This will then display data for the chosen team, in place of you own or the Divisional figures.
The Teams option can also be used on the other screens available from here as shown above.
