Modify a Project 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.

To modify an Info Center record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center and select the Info Center for the record that you want to edit.
2. On the appropriate Info Center form, select the record and modify the information.
3. Click Save.