Use the toolbar options to work with opportunity records.
Contents
Field
Description
Save
Click this option to save your entries on the Info Center form.
New
After you click this option, select one of the following:
Select
New Opportunity to open a blank opportunity record. Use the blank record to create a new opportunity record.
Select
Copy Current Opportunity to copy the current opportunity record to a new record. You can then edit the copied record to create a new opportunity record.
Select
Select Opportunity to Copy to open the Opportunity lookup and select a opportunity record to copy. You can then edit the copied record to create a new opportunity record.
Select
Create Kona Space to create a new Kona space for the currently displayed opportunity, with you as the space owner, and link the opportunity to that space. The Kona space name (the opportunity name) displays in the
Kona Space field on the General tab, and the space displays below that field. Employees listed on the Team tab for the opportunity are automatically invited to join the Kona space.
The
Create Kona Space option is only available if
Ajera CRM is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, your Kona log on credentials for the Kona Business account are entered on the Misc tab on the User Options dialog box, and the opportunity is not already linked to a Kona space.
Delete
Click this option to delete an Info Center record.
Print
After you click this option, select one of the following:
Select
Print Current Opportunity to print the current opportunity record.
Select
Print Active Group to print all opportunity records currently active in the Opportunity Info Center.
Select
Select Opportunity to Print to select the opportunity records that you want to print.
Merge
After you click this option, select one of the following:
Select
Merge Current Opportunity to merge data from the current opportunity record.
Select
Merge Active Group to merge data from all opportunity records currently active in the Opportunity Info Center.
Select
Select Opportunity to Merge to open the Opportunity lookup and select the records that you want to include in the merge.
Email
After you click this option, select
Email Template to open the Send Email dialog box and select a template to use for the email message.
Photo
After you click this option, select one of the following:
Select
Update to open the Photo Upload dialog box and add a photo to an opportunity record.
Select
Clear to remove the current photo from an opportunity record.
Detail View/List View
Either the
Detail View or the
List View option (but not both) displays on the toolbar.
List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar.
Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.
The Info Center records that you select on the Standard lookup or the Advanced lookup in the
Search field on the Info Center form display in the List View and Detail View.
Save
New
Create Kona Space
Delete
Print
Merge
Email
Photo
Detail View/List View
Help