Add a New Info Center

You can add a new Info Center with properties that are specific to your organization.

You can link the new Info Center's details to CRM, contract, vendor/partner, and employee data, to streamline data entry and reporting.

To add a new Info Center, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > User Defined Components.
2. On the User-Defined Components form, click New Info Center.
3. Complete the fields on the Info Center Properties dialog box.
4. Click Save.

Postrequisite: Each time that you update the user-defined Info Center, you must re-load it before you run a report that includes data from the user-defined Info Center.