Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- 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
Vendor Record
Use the Vendor Info Center to create a new vendor record. Each vendor record must have a unique identifier. - Copy a
Vendor Record
You can copy and modify an existing vendor record to create a new record. - Create a New
Vendor Record from a
Client
You can create a new vendor record that is based on an existing client record. This reduces the need to enter information in multiple places. - 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 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.
Parent Topic: Vendor Info Center Overview