Select a Text Library 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.
To find and open one or more records, complete the following steps:
- From the Ajera CRM Navigation menu, click Info Center and then click the Info Center in which you want to work.
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On the Info Center form, select one of the following actions:
Option Description beside the Search field
Click this icon beside the Search field at the top right of the Info Center form and then select a record from the lookup. Search field Click in the Search field, enter a character or string of characters for a Quick Find, and then select a record from the lookup. in a field
Click this icon in a field that requires a record key, such as a client name, and then select a record from the lookup. Search
Click this icon on the toolbar and then use the Info Center Search dialog box to select a record.