Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- View and Pin the
Client Hierarchy Tree
The Client Hierarchy tree displays the parent-subsidiary relationships of your clients in graphical form. - 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
Client Record
Use the Client Info Center to create new client records. Each client record must have a unique identifier. - Copy a
Client Record
You can copy and modify an existing client record to create a new record. - 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. - 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. - Create a New Contact Record on the Contacts Tab
When you create a client record or vendor record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Contacts tab. - Add an Address to an Info Center Record
You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time. - Delete an Address from an Info Center Record
You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time. - Associate a File with an Info Center Record
You can associate files with Info Center records on the Files grid of any Info Center that allows file associations. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the Vision 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. - Managing Client Associations
If one of your clients has a relationship with another client, you can associate their records and describe their relationship in the Client Info Center.
Parent Topic: Client Info Center Overview