Associated and Non-Associated Grids

Ajera CRM entry grids on Info Center tabs are associated or non-associated.

Associated Grids

Associated grids in Ajera CRM are grids on the various tabs in an Info Center that allow you to associate one Info Center record with another Info Center record.

For example, the Projects grid on the Projects tab in the Employee Info Center is an associated grid. In the Projects grid, you associate projects with an employee.

Other examples of associated grids are the Employees and Vendors grids on the Team tab in the Project Info Center. In these grids, you associate employees and vendors with a project.

Non-Associated Grids

Non-associated grids are grids on the various tabs in an Info Center in which you add information for an Info Center record, but that information is not based on another Info Center record. For example, the Employees Info Center has a Resumes grid on the Resumes tab. You add resumes for an employee, but the resumes are not records that are stored in a separate "Resumes" Info Center. Other examples of non-associated girds are the Descriptions and Awards grids on the Background tab in the Project Info Center.

Associated and Non-Associated Grid Tables in an Adobe InDesign Merge Template

When you create a Ajera CRM merge template with Adobe InDesign, you can select associated or non-associated tables in the Table field on the Merge Code dialog box.

Examples of associated grid tables in the Table field are: Associated Projects (for Employee Info Center merge templates) and Associated Clients (for Project Info Center merge templates).

Examples of non-associated grid tables in the Table field are: Resume (for Employee Info Center merge templates) and Awards (for Project Info Center merge templates).