User-Defined Components: New Info Centers

You can create new Info Centers that supplement the existing standard Ajera CRM Info Centers. You can create these Info Centers to match your business requirements, and then link the information to the relevant Ajera CRM data to streamline data entry, reporting, and business processes.

When you add a new Info Center, the following occurs:

• The Info Center name displays in the Info Center Navigation Tree.
• A General tab is added to the Tabs dialog box. The General tab includes both a Record ID and a Name field. You can rename this tab and move the fields to another tab.
  • Record ID — Use this field to enter an identifier for the Info Center record. This field defaults to required. However, you have the option to make it not required or to delete it. The only requirement is that the user-defined Info Center must have at least one Record ID or Name field. If it has a Record ID field, then a row is added to Configuration > General > System Settings > Numbering tab for you to define the auto numbering rules.
  • Name — Use this field to enter a description or name for the Info Center record. You can add up to two additional Name fields for a total of three (for example, First Name, Middle Name, and Last Name). The user-defined Info Center record will display with the names that you specify in lookup fields and in reports. For example, if you use First Name, Middle Name, and Last Name, all three names are separated by a space in the order that they display in the Fields grid.
• The new Info Center is added to the Applications to Audit list on the Audit Trail tab in Configuration > General > System Settings. Ajera CRM supports Audit Trail Reporting at both the record level and the field level.
• The new Info Center is added to the Applications drop-down list in User Initiated and Scheduled Workflows.
• A new reporting application is added for the user-defined Info Center.
• The user-defined Info Center is added to Configuration > Security > Roles.

When you add a new Info Center, you can also:

• Link an Info Center — You can link user-defined Info Centers to each other and to standard Info Centers. The new user-defined Info Center is available as a data type in User-Defined Components.
• Use Auto Numbering — When you create a new Info Center, you can define auto numbering parameters on the Numbering tab in Configuration > General > System Settings.
• Audit Trail — The new Info Center is added to the Applications to Audit list on the Audit Trail tab in Configuration > General > System Settings. Ajera CRM supports Audit Trail Reporting at both the record level and the field level. You can view audit trails (by record type) by selecting the appropriate audit trail report in the Reporting application or by printing the report in the Info Center.
• Use Workflow — As you can with standard Info Centers, you can create user-defined and scheduled workflows for user-defined Info Centers. This allows you to automate your business processes, alert people of certain conditions or events, and control data entry (for example, give the user an error message if he selects a value in a drop-down but doesn’t complete a related field).
• Create User-Defined Info Center Reports — Summary and List reports are added for the user-defined Info Centers.