Employee Info Center Form

Use the Employee Info Center form to enter and review information about your employees, link related files and Info Center records to your employee records, and schedule employee activities.

Related topics:

  • Display the Employee Info Center Form
    You display the Employee Info Center form from the Info Center menu.
  • Toolbar of Employee Info Center
    Use the toolbar options to work with employee records.
  • General Tab of Employee Info Center
    Use the General tab to enter, edit, or review an employee’s profile information, including employee name, ID number, organization, title, phone numbers, and other personal information.
  • Personal Tab of Employee Info Center
    Use the Personal tab to enter, edit, or review an employee's address, home phone number, Social Security number, and other personal information.
  • Experience Tab of Employee Info Center
    Use the Experience tab to enter, edit, or review information about an employee's experience, including their skills, education, and professional licenses or registrations.
  • Projects Tab of Employee Info Center
    Use the Projects tab to associate one or more projects with an employee. You associate a project record with an employee record by adding it to the Projects grid on the Projects tab. Both records reflect the association.
  • CRM Info Tab of Employee Info Center
    Use the CRM Info tab to maintain a central storage location for all sales related data for the CRM application. You can keep track of all employee sales detail, from every opportunity in the pipeline to every scheduled activity. You can also schedule employee activities directly from individual employee records.
  • Links Tab of Employee Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to an employee 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.
  • Resumes Tab of Employee Info Center
    Use the Resumes tab to enter, edit, or review employee resume information. This information is useful when you need to locate employee and consultant resumes as you generate proposals.
  • Associations Tab of Employee Info Center
    Use the Associations tab to associate one or more client or contact records with an employee record. You can associate your firm's current clients and contacts and prospective clients and contacts for future work.
  • Attachments Tab of Employee Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your employees. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens