Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Select an Info Center Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Account Record
    You can create new account records. Before you add an account, print and review a list of all existing accounts.
  • Copy an Account Record
    You can copy and modify an existing account to create a new account.
  • Modify an Info Center Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Delete an Info Center Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Account Info Center Overview