Open Info Center Records

You can open a single Info Center record or you can open multiple records at the same time.

To open Info Center records, complete the following steps:

1. From the Ajera CRM Navigation menu, select Info Center.
2. On the menu tree, click an option such as Clients or Projects to open the corresponding Info Center.
3. Complete one of the following actions:

   Option	Description
   In the Search field	Enter all or part of the record name and press ENTER. Ajera CRM searches for matching records in your database. If only one possible match is found, Ajera CRM opens the record. If more than one possible match is found, Ajera CRM displays a list of all possible matches and you click a record to select it.
   Click in the Search field	Use a Lookup to search for and select the record that you want to open. You can select multiple records to open, but you can view only one record at a time.
   Click the Folder icon beside the Search field	Use a previously saved search (personal or global).

   Ajera CRM opens the selected Info Center record.

4. If you open multiple records, use the Navigation controls at the top of the form to scroll through the open records.
5. To open an additional record in a new browser window, right-click the Info Center name in the menu tree and click the Open in New Window option.