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Service Team Name
This service teams setting allows you to define the name displayed for your firm's service teams. The Service Team Name field is available when you create or edit a service team. The Service Team Name field must be unique.
This name...
...Shows up:
On the Service Teams page
On the Households Service Team tab
As a view-only list on the Service Team tab for accounts and groups
In Household saved searches
In Household bulk reports
As a column on the Households and Accounts pages
Assign a service team at the Household level on the Service Teams tab. The service team assigned to the primary Household propagates down to all groups and accounts for within the Household.
For more information, see Service Teams.