Modify Info Center Properties

After you create and save a user-defined Info Center, you can modify its properties at any time. Properties include the singular and plural labels for the Info Center. You also specify whether or not activities, links, and/or attachments can be included in the Info Center.

To modify an Info Center's properties, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > User Defined Components.
2. On the User-Defined Components form, click Info Center Properties.
3. Complete the fields on the Info Center Properties dialog box.
4. Click Save.