Info Center Records

The Vision Info Center is a collection of information centers that you use to manage all of your business-related data. Use the Info Centers to enter, view, and revise your data in one convenient place.

The Info Centers include records of data about projects, clients, employees, and more.

Use the Info Centers to:

• Add, copy, modify, or delete records
• Associate records with one another
• Link external documents to records
• Merge records
• Print the contents of records
• Schedule activities
• Export data to Microsoft® Excel®

Info Center Security

Your system administrator sets up security access rights to the various Info Center record types based on your role. The access rights defined for your role determine the Info Centers to which you have access, the tabs that display in each Info Center, and the functions you can perform in each Info Center.

For example, if you are a project manager, your security role might have access only to the Project Info Center. If you are a Marketing Manager, your security role might have access only to the Contact, Lead, and Marketing Campaign Info Centers. Your system administrator also determines which tabs are available to your security role.

Info Center Record Access and Update Functions

Your system administrator can set your role's ability to view, add, modify, and delete the record types to which you have access and restrict your access to individual records. For example, if you are a project manager, your system administrator can limit your access to only those project records for which you are the project manager.

Your system administrator can set the following access rights to Info Center records:

• Read Only — Users with Read Only access can view records but they cannot add new records, modify information, or delete records.
• Modify — Users with Modify access can view records and make modifications to information, but they cannot add new records or delete records.
• Add/Modify — Users with Add/Modify access can view records, modify information, and add new records, but they cannot delete records.
• Full — Users with Full access can view records, modify information, add new records, and delete records.

Info Center Audit Trails

The Info Center Audit Trail Reporting feature allows you to keep track of changes made to your Info Center records. Audit trails are triggered when users perform update, delete, and insert actions on your Info Center records. You can view audit trails (by record type) by selecting the appropriate audit trail report from the Vision Reporting application or by printing the report from within the Info Center.

• Audit reports display record names, actions performed, user names, and dates.
• Audit detail reports display actions performed, and old and new data values by column.
• When you mouse over a record name in the context area of any Info Center record, Vision displays the date and time the record was last modified, and the User ID of the employee who made the modification. Vision also displays the date the record was created and the User ID of the employee who created the record.

Info Center Workflows

Your system administrator can configure Vision to alert you when events occur that affect information in your database. These events can also act as triggers for other actions — specific tasks that Vision performs in response to the initial event. These events, and the actions that they trigger, are part of Vision's workflow feature.

Your system administrator defines the parameters of a workflow process in Workflow Configuration. A workflow can be triggered when someone adds, changes, or deletes a record, or a specific portion of a record, in any one of the Info Centers except Units.

Based on the parameters specified by your system administrator, Vision might perform any one or more of the following actions when the specified trigger occurs:

• Send an email alert to designated employees.
• Send a Dashboard alert to designated employees.
• Change the value in a data column.
• Create an activity.
• Invoke a web service.

Workflows are a useful CRM tool. You can, for example, set up workflows to notify sales and marketing staff when a lead becomes an opportunity, and then notify project managers when an opportunity becomes a project.