Procedures
Some procedures for working with records are standard across all the Info Centers.
Related topics:
- Open Info Center Records
You can open a single Info Center record or you can open multiple records at the same time. - Search for Records
When you search for records in the Info Center, you can restrict the search to a set of columns that you specify. - Search Across Multiple Info Centers
When Info Center records contain fields that are linked together, you can use an Info Center lookup to create a search that queries all of these related records. - Search with a Saved Search
When you use a Lookup in the Info Center, you can specify criteria for the search. You can save search criteria in a Global Searches folder, for all users, or in a Personal Searches folder, just for you. - Print a Report from the Info Center
You can print reports from the Info Center or from the Reporting application. - Select a Phone Number Format
To create consistency within records and reports, your system administrator can establish a default format for phone numbers in General Company Settings. You can override the default format and select a new format for the phone number on the current record. - Toggle Between Standard and User-Defined Values
You can switch between standard values and user-defined values for some fields in the Info Center. - Merge Info Center Records to Create a Document Using an Adobe InDesign Merge Template
Use the merge feature to create a document that contains data from one or more Info Center records. - Merge Info Center Records to Create a Document Using a Microsoft Word Merge Template
Use the merge feature to create a document that contains data from one or more Info Center records. - Display All Addresses for a
Client or
Vendor
When you view all addresses, the primary address of a client or vendor displays in the lookup search result, while other addresses display on a separate dialog box.
Parent Topic: Info Center Basics and Searches