Client Info Center Overview

The Client Info Center contains information about your company's current and prospective clients. Use the Client Info Center to maintain all client information, including addresses, phone numbers, contact names, related activities, and details about future opportunities.

If you use the Multicompany feature, client 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.