Contact Info Center Form

Use the Contact Info Center form to enter and review information about your contacts, link related files and Info Center records to your contact records, and schedule contact activities.

Related topics:

  • Display the Contact Info Center Form
    You display the Contact Info Center from the Info Center menu.
  • Toolbar of Contact Info Center
    Use the toolbar options to work with contact records.
  • General Tab of Contact Info Center
    Use the General tab to enter, edit, or review a contacts's name and address information, email address, important notes, and associated client name.
  • Activities Tab of Contact Info Center
    Use the Activities tab to schedule contact activities directly from individual contact records.
  • Links Tab of Contact Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to a contact record. When you add a file link to the Links grid, Ajera CRM creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Projects Tab of Contact Info Center
    Use the Project tab to associate one or more projects with a contact. You associate a project record with a contact record when you add it to the Projects grid. Both records reflect the association.
  • Opportunities Tab of Contact Info Center
    Use the Opportunities tab to associate one or more opportunities with a contact. To associate an opportunity record with a contact record, add it to the Opportunities grid. Both records reflect the association.
  • Associations Tab of Contact Info Center
    Use the Associations tab to associate one or more contact records with another contact record and to define relationships between the associated records. You can also use this tab to associate one or more employee records with a contact record.
  • Marketing Campaigns Tab of Contact Info Center
    Use the Marketing Campaigns tab to associate one or more marketing campaigns with a contact. To associate a marketing campaign record with a contact record, add it to the Marketing Campaigns grid. Both records reflect the association.
  • Attachments Tab of Contact Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your contacts. Ajera CRM attaches these documents to the Info Center record for which they were uploaded.
Parent Topic: Screens