Contact Info Center Overview

The Contact Info Center contains information about your company's contacts at client companies or consultant firms. In this info center you maintain contact names, addresses, phone numbers, related activities and files, links to ongoing and completed projects, and details about future opportunities.

If you use the Multicompany feature, contact records are available to all companies in the enterprise.

Connect for Microsoft Outlook is an optional Vision module that makes it possible for you to manage Vision clients, contacts, vendors, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Client, Contact, Vendor, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage Vision Info Center records from either application.