Procedures

After you add an Info Center, you can add and modify tabs, grids, and fields for it.

Related topics:

  • Add a New Info Center
    You can add a new Info Center with properties that are specific to your organization.
  • 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.
  • Add or Modify Tabs
    You can add and delete user-defined tabs, modify the sequence of tabs, or change the names of both standard and user-defined tabs.
  • Add or Modify Grids in Standard and User-Defined Components
    Use the Custom Fields tab in User-Defined Components to add grids to both standard and user-defined tabs.
  • Add or Modify Fields in Standard and User-Defined Components
    Use the Custom Fields tab in User-Defined Components to add user-defined fields to both standard and user-defined tabs. Only user-defined fields display on the Custom Fields tab; standard fields that ship with Ajera CRM do not display on this tab. After you add user-defined fields, use the Screen Designer to re-arrange and resize them.
  • Map User Defined Fields and Grids
    Use the Mapping tab to map user-defined fields and grid information. These mappings are used for actions such as creating a project from an opportunity.
  • Find a User Defined Field Label
    After you add user-defined fields on the Custom Fields tab, you can quickly search the Label column for a specific label or text that was entered for a custom field.
  • Delete a User-Defined Info Center
    You can delete a user-defined Info Center. When you do this, you permanently remove all fields, tabs, grids, and records for that Info Center. You cannot undo this action. You cannot delete standard Info Centers.
  • Delete a User-Defined Tab
    You can delete a user-defined tab. When you do this, you permanently remove the tab. You cannot undo this action. If a user-defined tab has fields or grids assigned to it, you must first re-assign the fields and grids on that tab to another tab, or delete them, before you can delete the tab. You cannot delete standard tabs.
  • Delete a User-Defined Field
    You can delete a user-defined field. When you do this, you permanently remove the field and any values entered into the field, for all records in the database. You cannot undo this action. You cannot delete standard fields.
  • Delete a User-Defined Grid
    You can delete a user-defined grid. When you do this, you permanently remove the grid, all of the fields associated with the grid, and any values that were entered via the grid, for all records in the database. You cannot undo this action. You cannot delete standard grids.
Parent Topic: User-Defined Components Overview