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.

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:

  • Combined Customer and Vendor/Partner Info Centers
    You can share data between the Customer and Vendor/Partner Info Centers and streamline their information in a central location.
  • Linked Customer and Vendor/Partner Fields
    When you link a Vendor/Partner and a customer record, changes made to certain fields update between the two Info Centers.
  • Customer or Vendor/Partner Aliases
    You can enter aliases for a customer or a vendor/partner. For example, you can specify abbreviated versions of the customer's or vendor/partner's legal name, acronyms for the name, or alternate spellings of the name.
  • Procedures
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview