Info Center Overview

Use the Info Center to manage all of your business-related data. This is where you add new records, edit, copy, or delete records. Use audit trail reports to review changes made to the data records.

You establish many components of your firm's Work Breakdown Structure (WBS) in the Info Center, including contracts, phases, tasks, and the employees who work on the contracts.

You can also schedule activities, such as phone calls and email messages, from the Info Center. When you schedule an activity from the Info Center, GovWin Capture Management adds the activity to the Info Center record, the Activity Calendar, and the Activity Manager.

Your company can configure the Info Center to meet specific business requirements. Therefore, some of the Info Center names, tabs, and fields in your application may differ from those described in this "standard" version of the Help. Contact your system administrator for more information.

Connect for Microsoft Outlook is an optional GovWin Capture Management module that makes it possible for you to manage GovWin Capture Management customers, contacts, vendor/partners, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Customer, Contact, Vendor/Partner, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage GovWin Capture Management Info Center records from either application.

Related Topics:

  • Info Center User Interface
    Each Info Center consists of a set of tabs that contains data grids or data entry fields. Use the fields on these tabs to enter, review, and update information for your customers, contracts, accounts, and so on.
  • Info Center Basics and Searches
    If you are new to GovWin Capture Management and the Info Centers, review the basics before you create and work with records for your employees, contracts, contacts, and so on.
  • Email Messages and Instant Messages
    You can send email messages and instant messages from within the Info Center. You can also set up email templates. Email templates insert database fields into an email message's subject or body. These fields are then replaced with actual data when the email message is sent.
  • Document Management and the Info Center Overview
    With Document Management, you can store, share, and collaborate on a set of documents. You can link a single document to just one record, or to multiple records in multiple Info Centers.
  • Opportunity Info Center Overview
    The Opportunity Info Center contains information about contract opportunities that your company wants to pursue. Use this Info Center to maintain all opportunity information, including opportunity names, contacts, addresses, phone numbers, and status.
  • Contract Info Center Overview
    Use the Contract Info Center to maintain all contract information such as the contract name and location, estimated and actual completion dates, and associated customers and contacts.
  • Customer Info Center Overview
    The Customer Info Center contains information about your company's current and prospective customers. Use the Customer Info Center to maintain all customer information, including addresses, phone numbers, contact names, related activities, and details about future opportunities.
  • Contact Info Center Overview
    The Contact Info Center contains information about your company's contacts at customer companies or consultant firms. In this Info Center you maintain contact names, addresses, phone numbers, related activities and files, links to ongoing and completed contracts, and details about future opportunities.
  • Vendor/Partner Info Center Overview
    Use the Vendor/Partner Info Center to enter and manage information about the vendor/partners and consultants that your company uses to purchase materials and services.
  • Employee Info Center Overview
    The Employee Info Center contains information about the personnel who work for your company, its branch offices, and its consultant firms.
  • Text Library Info Center Overview
    Use the Text Library Info Center to store commonly used text passages to insert into proposals, employee resumes, or contract reports. You can store text items in the library or save links to external documents and graphic files.
  • Marketing Campaign Info Center Overview
    A marketing campaign is an event or activity designed to reach new and existing customers to generate new business. Use the Marketing Campaign Info Center to create and maintain marketing campaign records, track campaign costs and activities, and track related leads, contacts, opportunities, and contracts.
  • Lead Info Center Overview
    Use the Lead Info Center to maintain information about the people and companies who are leads to future business. The lead data that you track includes names, address, phone numbers, and links to marketing campaigns.
  • Unit Info Center Overview
    The Unit Info Center is available only if you are using the Service Estimate tab of the Opportunity Info Center.
  • Account Info Center Overview
    The Account Info Center is available only if you are using the Service Estimate tab of the Opportunity Info Center.
Parent Topic: Welcome to the GovWin Capture Management Help System