The Contact Info Center contains information about your company's contacts at
client companies or consultant firms. In this Info Center you maintain contact names, addresses, phone numbers, related activities and files, links to ongoing and completed
projects, and details about future opportunities.
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.