Who can use this feature?
System & User administrators only
As an admin, you can edit a client teams's (previously contact book) details. Details include name, identifier, and description.
Note: Client teams has replaced contact books/groups. We have simplified the process of setting up your servicing model within your Qwil, with the introduction of client teams. With client teams you can define your teams of staff users, and any time you onboard a client, simply assign them to their assigned team. This means no more individually adding staff members to groups and no more need for a group per client.
To edit a client team:
- From your browser or Qwil Desktop App, click on the admin menu.
- Click on Client Teams.
- Locate the client team you wish to edit.
- On the client team page, click on the edit button in the Information box.
- Make any necessary changes and click submit.