Info Center Overview

Use the Info Center to manage all of your business-related data. This is where you add new records, edit, copy, or delete records, or link records to external documents. Use audit trail reports to review changes made to the data records.

You establish many components of your firm's Work Breakdown Structure (WBS) in the Info Center, including projects, phases, tasks, and the employees who work on the projects.

You can also schedule activities, such as phone calls and email messages, from the Info Center. When you schedule an activity from the Info Center, Ajera CRM adds the activity to the Info Center record, the Activity Calendar, and the Activity Manager.

Your company can configure the Info Center to meet specific business requirements. Therefore, some of the Info Center names, tabs, and fields in your application may differ from those described in this "standard" version of the Help. Contact your system administrator for more information.

Connect for Microsoft Outlook is an optional Ajera CRM module that makes it possible for you to manage Ajera CRM 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 Ajera CRM Info Center records from either application.