Info Center Basics and Searches

If you are new to Ajera CRM and the Info Centers, review the basics before you create and work with records for your employees, projects, contacts, and so on.

In any Info Center, you can add new records. When you specify an identifier for the new record, Ajera CRM checks the database for existing records with the same name. If any exist, Ajera CRM displays the Potential Duplicate Records Found dialog box.

Related topics:

  • Customizing the Info Center
    You can customize the Info Center. You can create new, user-defined Info Centers with specific properties, fields, grids, labels, and help URLs. You can also add or change standard fields and grids.
  • Info Center Security
    Your system administrator sets up security access rights to the Info Center record types based on your role. Your role's access rights determine the Info Centers that you are allowed to access, the tabs that you can see, and the functions that you can perform.
  • Info Center Workflows
    Your system administrator can configure Ajera CRM to alert you when events occur that affect information in your database. These events can also act as triggers for tasks that Ajera CRM performs. These events and the actions that they trigger are called workflows.
  • Audit Trail Reporting and the Info Center
    Use the Audit Trail Reporting feature to track changes made to your Info Center records. You trigger audit trails when you update, delete, or insert items on the records. In the Info Center or in Reporting, use audit reports to review the changes.
  • Automatic Numbering for New Records
    The auto numbering feature generates an identification number for new records created in the Project, Employee, Vendor, Client, Opportunity, and Marketing Campaign Info Centers.
  • Procedures
    Some procedures for working with records are standard across all the Info Centers.
  • Screens
    Some dialog boxes display in more than one Info Center.
Parent Topic: Info Center Overview