Vendor Info Center Form
Use the Vendor Info Center tabs to enter and review information about your vendors. You can also link related files and other Info Center records to your vendor records.
Related Topics
- Display the
Vendor Info Center Form
You display the Vendor Info Center form from the Info Center menu. - Toolbar of
Vendor Info Center
Use the toolbar options to work with vendor records. - General Tab of
Vendor Info Center
Use the General tab to enter, edit, or review information about the vendor, such as the name, address, status, phone numbers, and fax numbers. - Contacts Tab of
Vendor Info Center
Use the Contacts tab to associate contact records with a vendor record. You associate a contact record with a vendor record when you add it to the Contacts grid. Both records reflect the association. - Opportunities Tab of
Vendor Info Center
Use the Opportunities tab to associate one or more opportunities with a vendor. You associate an opportunity record with a vendor record when you add it to the Opportunities grid. Both records reflect the association. - Projects Tab of
Vendor Info Center
Use the Projects tab to associate one or more projects with a vendor. You associate a project record with a vendor record when you add it to the Projects grid. Both records reflect the association. - Activities Tab of <msgph varref="V-GW_Vendor_UC">Vendor</msgph> Info Center
Use the Activities tab to schedule activities directly from individual vendor records. - Files Tab of
Vendor Info Center
Use the Files tab to link one or more external text files, graphics files, or email messages to a vendor record. When you add a file to the Files grid, Ajera CRM creates a hyperlink between the file path specified in the File Path field on the grid and the file. Click the file path to open the file from the current record. - Additional Info Tab of Vendor Info Center
Use the Additional Info tab to enter additional information about the vendor.
Parent Topic: Screens