Open a help ticket and request adding the "Team Creation with Account Lookup" feature.

Because you'll be altering the default team creation rules by adding the field(s) organization lookup and type of group, you'll no longer be able to use the Default Rules for Team Creation.  So please define which fields you want to make visible, and which fields you want to make required when creating a team:

• Team Description
• Email
• Phone
• Age
• Type of Group

The fields Team Name, First Name, and Last Name will remain visible and required, but the others can be hidden and/or required.

These new settings will replace the default team creation rules which are:

"When creating a team the fields Team name, Description, First name and Last name are required. Also required are EITHER a unique email address OR a phone number for each team member UNLESS a value is put in the field Company/Group Affiliation, in which case you do not have to supply an email OR a phone number for the team members."

When activating this feature - you can no longer use the either/or requirement for email / phone number.  (Also note that if you make email address required, each team member will have to have a unique email address, which can make it difficult to create family teams, or teams where the captain does not wish emails to be sent to team members).

Accounts (Organizations)

Add the field "Use for Team Creation" to the page layouts for Business and NonProfit Organizations.

Do not add it to the page layouts for Household or Individual Accounts:

Check the System Admin and Staff profile and make sure they have access to read and write  to this field.

For any account record you wish to be searchable and associated when creating a team -- update the account record by checking the checkbox "Use for Team Creation Lookup".   Only those accounts with this box checked as true - will be found when searching during team creation.