Use the Text Library Info Center form to enter and review text segments or file links that you plan to use in custom proposals, employee resumes, or
project reports.
General Tab of Text Library Info Center
Use the General tab to add, copy, delete, edit, or review text segments to use in custom proposals, employee resumes, or
project reports.
Links Tab of Text Library Info Center
Use the Links tab to link one or more external text files, graphics files, or email messages to a text library 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.