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 Employee Record
    Each employee record must have a unique identifier. Your Ajera CRM license determines the number of employee records that you can add.
  • Copy an Employee Record
    You can copy and modify an existing employee record to create a new record.
  • Modify an Employee 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.
  • Add a Photo to an Employee Record
    After you create and save an employee record, you can add the employee's photo to the record.
  • Clear an Employee Photo
    You can clear an employee photo from the employee's record.
  • Associate a File Link with an Employee 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 an Employee 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 an Employee 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 Employee Associations
    You can specify relationships between employee records and other types of Info Center records on the grids throughout the Employee Info Center.
Parent Topic: Employee Info Center Overview