Procedures

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

Related Topics:

  • Select a Contact Record
    When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box.
  • Add a New Contact Record
    Use the Contact Info Center to create new contact records. Each contact record must have a unique identifier.
  • Create a New Opportunity Record on the Opportunities Tab
    When you create a client record or contact record, you may become aware that you need to specify an opportunity that does not yet exist in your database. If this happens, you can create a new opportunity record via the Opportunities tab.
  • Copy a Contact Record
    You can copy and modify an existing contact record to create a new record.
  • Modify a Contact Record
    You can modify most hub records at any time. The basic procedure that you use to modify records is the same for all hubs.
  • Associate a File Link with a Contact Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Attach a Document to a Contact Record
    You can upload a new document and attach it to a hub record if your system administrator has specified the appropriate settings and the file type is an approved file type.
  • Delete a Contact Record
    When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
  • Managing Contact Associations
    If one of your contacts has a relationship with another contact, you can associate their records and describe their relationship in the Contact Info Center.
Parent Topic: Contact Info Center Overview