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.
The Ajera CRM Help System refers to standard tabs, grids, and fields. Your system administrator can rename grids and fields, add new grids and fields, or create custom tabs with user-defined grids and fields. Contact your system administrator if you have questions about user-defined tabs, grids, and fields.
Related topics:
- Info Center Icons
You use Info Center icons to select records, create records, edit text, specify dates, and more. For example, you click
to display a popup calendar and select a date for a field.
- Info Center Detail and List Views
For some Info Centers, you can view the data in either detail or list view. - Info Center Tabs
Info Center tabs help you organize the information that you enter for each record. Each tab contains data entry fields or data grids for the selected record. - Info Center Fields
You use Info Center fields to enter data for a record. Some data entry fields require that you manually enter data, while others contain icons that allow you to perform functions. - Info Center Grids
Some tabs contain grids of closely related data. You use grids to enter (insert) and update data and to group relevant data. - Data Filters on Grids
Some column headers allow you to filter data on the grid. For example, you can filter grid contents so that on refresh, Ajera CRM only returns those rows with values in the column that you specify. Data filtering is not available for grouped columns. - Procedures for Grids
The procedures for working with grids are standard across Ajera CRM
Parent Topic: Info Center Overview