Vendor Info Center Overview
Use the Vendor Info Center to enter and manage information about the vendors and consultants that your company uses to purchase materials and services.
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.
Related Topics
- Combined
Client and
Vendor Info Centers
You can share data between the Client and Vendor Info Centers and streamline their information in a central location. - Linked
Client and
Vendor Fields
When you link a Vendor and a client record, changes made to certain fields update between the two Info Centers. - Client or
Vendor Aliases
You can enter aliases for a client or a vendor. For example, you can specify abbreviated versions of the client's or vendor's legal name, acronyms for the name, or alternate spellings of the name. - Vendor Fields Mapped to
Client Fields
When you create a new vendor record from an existing client record, Ajera CRM copies data from the client record to the new vendor record, mapping tabs and fields as necessary. After you create the new vendor record, changes to a field are automatically reflected in the corresponding field in the client record. - Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar. - Screens
Use Info Center screens and dialog boxes to create and work with records
Parent Topic: Info Center Overview