Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related Topics:

  • Select an Info Center Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Vendor/Partner Record
    Use the Vendor/Partner Info Center to create a new vendor/partner record. Each vendor/partner record must have a unique identifier.
  • Copy a Vendor/Partner Record
    You can copy and modify an existing vendor/partner record to create a new record.
  • Create a New Vendor/Partner Record from a Customer
    You can create a new vendor/partner record that is based on an existing customer record. This reduces the need to enter information in multiple places.
  • Modify an Info Center Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can add an address to a customer or vendor/partner record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can delete an address from a customer or vendor/partner record at any time.
  • Associate a File Link with an Info Center Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Delete an Info Center Record
    When you delete an Info Center record, you permanently remove it from the GovWin Capture Management database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Vendor/Partner Info Center Overview