Procedures

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

Related topics:

  • Select a Text Library 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 Text Library Record
    Use the Text Library Info Center to create a new text library record. Each record must have a unique identifier.
  • Copy a Text Library Record
    You can copy and modify an existing text library record to create a new record.
  • 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.
  • Associate a File Link with a Text Library Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Delete a Text Library 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: Text Library Info Center Overview