Procedures

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

Related topics:

  • View and Pin the Client Hierarchy Tree
    The Client Hierarchy tree displays the parent-subsidiary relationships of your clients in graphical form.
  • Select a Client 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 Client Record
    Use the Client Info Center to create new client records. Each client record must have a unique identifier.
  • Copy a Client Record
    You can copy and modify an existing client record to create a new record.
  • Modify a Client 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.
  • 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.
  • Create a New Contact Record on the Contacts Tab
    When you create a client record or vendor record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Contacts tab.
  • Display All Addresses for a Client or Vendor
    When you view all addresses, the primary address of a client or vendor displays in the lookup search result, while other addresses display on a separate dialog box.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time.
  • Associate a File Link with a Client 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 Client 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 Client 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 Client Associations
    If one of your clients has a relationship with another client, you can associate their records and describe their relationship in the Client Info Center.
Parent Topic: Client Info Center Overview