We only have one Team. Do we need to create a team or leave blank?

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  • rickjohns
    Junior Member
    • Oct 2020
    • 10

    We only have one Team. Do we need to create a team or leave blank?

    In our business we only have (and need) one team - our 'admin' group. Can we leave the TEAM entry blank (i.e. don't create any teams at all) or will we miss out on any functionality?

    If so, then is it possible to create a team and have it set as default for all entries (e.g. accounts, leads, opportunities etc)? Otherwise I have to make everyone keep setting the team whenever they create a new record of anything when it is irrelevant to us.

    I have investigated the Espo help documents but can't find anything specific on this. Thanks a lot.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    You can omit setting the team now and use Mass Update in the future to set the needed team to all records.

    Note that you can set the Default Team for all your users. Then, then they create a record, that team will be pre-filled.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • rickjohns
      Junior Member
      • Oct 2020
      • 10

      #3
      Thanks Yuri, I think the default user team does the trick :-)

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