Add (Insert) Information on a Grid

Throughout the Info Center, you add information via grids that display on tabs.

This procedure is an example of how to add information on any Info Center grid. It shows how to add information on the Categories grid in the Contact Info Center.

To add a category to the Categories grid, complete the following steps:

1. On the grid, click Insert. Ajera CRM inserts a blank row on the grid.
2. From the drop-down list in the Category field, select a category.
3. In the Info field, enter additional information about the category.
4. Click Save.