Info Center Overview

Use the Info Center to manage all of your business-related data. This is where you add new records, edit, copy, or delete records. Use audit trail reports to review changes made to the data records.

You establish many components of your firm's Work Breakdown Structure (WBS) in the Info Center, including projects, phases, tasks, and the employees who work on the projects.

You can also schedule activities, such as phone calls and email messages, from the Info Center. When you schedule an activity from the Info Center, Ajera CRM adds the activity to the Info Center record, the Activity Calendar, and the Activity Manager.

Your company can configure the Info Center to meet specific business requirements. Therefore, some of the Info Center names, tabs, and fields in your application may differ from those described in this "standard" version of the Help. Contact your system administrator for more information.

Related topics:

  • Info Center User Interface
    Each Info Center consists of a set of tabs that contains data grids or data entry fields. Use the fields on these tabs to enter, review, and update information for your clients, projects, accounts, and so on.
  • Info Center Basics and Searches
    If you are new to Ajera CRM and the Info Centers, review the basics before you create and work with records for your employees, projects, contacts, and so on.
  • Email Messages and Instant Messages
    You can send email messages and instant messages from within the Info Center. You can also set up email templates. Email templates insert database fields into an email message's subject or body. These fields are then replaced with actual data when the email message is sent.
  • Contact Info Center Overview
    The Contact Info Center contains information about your company's contacts at client companies or consultant firms. In this Info Center you maintain contact names, addresses, phone numbers, related activities and files, links to ongoing and completed projects, and details about future opportunities.
  • Client Info Center Overview
    The Client Info Center contains information about your company's current and prospective clients. Use the Client Info Center to maintain all client information, including addresses, phone numbers, contact names, related activities, and details about future opportunities.
  • Lead Info Center Overview
    Use the Lead Info Center to maintain information about the people and companies who are leads to future business. The lead data that you track includes names, address, phone numbers, and links to marketing campaigns.
  • Marketing Campaign Info Center Overview
    A marketing campaign is an event or activity designed to reach new and existing clients to generate new business. Use the Marketing Campaign Info Center to create and maintain marketing campaign records, track campaign costs and activities, and track related leads, contacts, opportunities, and projects.
  • Opportunity Info Center Overview
    The Opportunity Info Center contains information about project opportunities that your company wants to pursue. Use this Info Center to maintain all opportunity information, including opportunity names, contacts, addresses, phone numbers, and status.
  • Employee Info Center Overview
    The Employee Info Center contains information about the personnel who work for your company, its branch offices, and its consultant firms.
  • Project Info Center Overview
    Use the Project Info Center to maintain all project information such as the project name and location, estimated and actual completion dates, and associated clients and contacts.
  • Unit Info Center Overview
    The Unit Info Center works with the accounting and billing applications to set up cost and billing rates for non-labor expenses called units. Units are goods or services, such as lab tests or survey crews, that you bill at a flat rate per item.
  • Vendor Info Center Overview
    Use the Vendor Info Center to enter and manage information about the vendors and consultants that your company uses to purchase materials and services.
  • Account Info Center Overview
    The Account Info Center is available only if you are using the Service Estimate tab of the Opportunity Info Center.
  • Text Library Info Center Overview
    Use the Text Library Info Center to store commonly used text passages to insert into proposals, employee resumes, or project reports. You can store text items in the library or save links to external documents and graphic files.
Parent Topic: Welcome to the Deltek Ajera CRM Help System