Client Info Center Form
Use the Client Info Center form to add or modify client records.
Related Topics:
- Display the
Client Info Center Form
You display the Client Info Center form from the Info Center menu. - Toolbar of
Client Info Center
Use the toolbar options to work with client records. - General Tab of
Client Info Center
Use the General tab to enter, edit, or review a client's name and address information, Internet Web site address, important notes, and client type and status information. - Contacts Tab of
Client Info Center
Use the Contacts tab to associate contacts with clients. You associate a contact record with a client record when you add it to the Contacts grid. Both records reflect the association. - Activities Tab of
Client Info Center
Use the Activities tab to schedule client activities directly from individual client records. - Opportunities Tab of
Client Info Center
Use the Opportunities tab to associate one or more opportunities with a client. You associate an opportunity record with a client record when you add it to the Opportunities grid. Both records reflect the association. - Projects Tab of
Client Info Center
Use the Projects tab to associate one or more projects with a client. You associate a project record with a client record when you add it to the Projects grid. Both records reflect the association. - Associations Tab of
Client Info Center
Use the Associations tab to associate one or more client records with another client record and to define relationships between the associated records. You can also use this tab to associate one or more employee records with a client record. - Links Tab of
Client Info Center
Use the Links tab to link one or more external text files, graphics files, or email messages to a client record. When you add a file link to the Links grid, Vision creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record. - Documents Tab of
Client Info Center
Use the Documents tab to associate a document with a client record. You can check out a document for exclusive access, edit it, and then check it back in to make it available to other users. You can also view the document's version history. - Additional Info Tab of
Client Info Center
Use the Additional Info tab to add information, such as minority status and the vendor's business specialty, to the client record. - Attachments Tab of Client Info Center
Use this tab to upload, view, and store documents such as contracts, waivers, and images for your clients. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens