Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Select a Vendor Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Vendor Record
    Use the Vendor Info Center to create a new vendor record. Each vendor record must have a unique identifier.
  • Copy a Vendor Record
    You can copy and modify an existing vendor record to create a new record.
  • Create a New Vendor Record from a Client
    You can create a new vendor record that is based on an existing client record. This reduces the need to enter information in multiple places.
  • Create a New Contact Record on the Contacts Tab
    When you create a client record or vendor record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Contacts tab.
  • Modify a Vendor Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • 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.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time.
  • Attach a Document to a Vendor Record
    You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.
  • Associate a File Link with a Vendor Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Delete a Vendor Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Vendor Info Center Overview