Procedures

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

Related topics:

  • Select a Contact 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 Contact Record
    Use the Contact Info Center to create new contact records. Each contact record must have a unique identifier.
  • Create a New Opportunity Record on the Opportunities Tab
    When you create a client record or contact record, you may become aware that you need to specify an opportunity that does not yet exist in your database. If this happens, you can create a new opportunity record via the Opportunities tab.
  • Copy a Contact Record
    You can copy and modify an existing contact record to create a new record.
  • Modify a Contact 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.
  • Associate a File Link with a Contact Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Attach a Document to a Contact Record
    You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.
  • Delete a Contact 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.
  • Managing Contact Associations
    If one of your contacts has a relationship with another contact, you can associate their records and describe their relationship in the Contact Info Center.
Parent Topic: Contact Info Center Overview