Customer Info Center Form
Use the Customer Info Center form to add or modify customer records.
Related Topics
- Display the
Customer Info Center Form
You display the Customer Info Center form from the Info Center menu. - Toolbar of
Customer Info Center
Use the toolbar options to work with customer records. - General Tab of
Customer Info Center
Use the General tab to enter, edit, or review a customer's name and address information, Internet Web site address, important notes, and customer type and status information. - Contacts Tab of
Customer Info Center
Use the Contacts tab to associate contacts with customers. You associate a contact record with a customer record when you add it to the Contacts grid. Both records reflect the association. - Activities Tab of
Customer Info Center
Use the Activities tab to schedule customer activities directly from individual customer records. - Opportunities Tab of
Customer Info Center
Use the Opportunities tab to associate one or more opportunities with a customer. You associate an opportunity record with a customer record when you add it to the Opportunities grid. Both records reflect the association. - Contracts Tab of
Customer Info Center
Use the Contracts tab to associate one or more contracts with a customer. You associate a contract record with a customer record when you add it to the Contracts grid. Both records reflect the association. - Associations Tab of
Customer Info Center
Use the Associations tab to associate one or more customer records with another customer record and to define relationships between the associated records. You can also use this tab to associate one or more employee records with a customer record. - Files Tab of
Customer Info Center
Use the Files tab to link one or more external text files, graphics files, or email messages to a customer record. When you add a file to the Files grid, GovWin Capture Management creates a hyperlink between the file path specified in the File Path field on the grid and the file. Click the file path to open the file from the current record. - Documents Tab of
Customer Info Center
Use the Documents tab to associate a document with a customer record. You can check out a document for exclusive access, edit it, and then check it back in to make it available to other users. You can also view the document's version history. - Additional Info Tab of
Customer Info Center
Use the Additional Info tab to add information, such as minority status and the vendor/partner's business specialty, to the customer record. - Integration Tab of Customer Info Center
Use the Integration tab to export customer data to Costpoint. Although the actual export process is controlled from Costpoint, the record cannot be uploaded unless it is selected here first.
Parent Topic: Screens