Clients/Contacts Tab of Opportunity Info Center

Use the Clients/Contacts tab to link client or contact records to an opportunity record.

Contents

Clients Grid

Use the Clients grid to associate clients with opportunities. You associate a client record with an opportunity record when you add it to the Clients grid. Both records reflect the association.

If you enter a client name in the Primary Client field on the General tab of the Opportunity Info Center, the client's name and information display in the Clients grid. A client record must exist in your database before you can associate it with an opportunity record. However, you can create a new client record on the General tab. Ajera CRM inserts the client name in that field and inserts the client name and related client information on the Clients grid.

The fields on this grid display information from the current client record in the Client Info Center.

Field	Description
Clients Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a client to the Clients grid.
Remove	Click this option to remove a client from the Clients grid.
Name	This field displays the client's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Client	Select this option if the firm is a client of the opportunity. Ajera CRM selects this option by default.
Vendor	Select this option if the firm is a vendor of the opportunity.
Role	Click in this field and use the drop-down list to select the client's role for this opportunity. You define client role options in Code Table Configuration.
Role Description	Use this field to enter additional information about the client's role for this opportunity. Click Edit to use the Text Editor to enter information.
Type	This field displays the client type.
Status	This field displays the client's status, which reflects your company's current relationship with the client. The client's status can be Active, Dormant, or Inactive.
Address Description	This field displays the client's address description. The address description determines the address that displays in the Address field on the Clients grid. By default, Ajera CRM displays the address description that is associated with the client's primary address. This means that the client's primary address displays in the Address field. If you want to display an address other than the primary address in the Address field, click Search in the Address Description field and select a different address description from the lookup. When you select a different address description, the address associated with that description displays in the Address field.
Address	This field displays the client's address. By default, Ajera CRM displays the primary client address in this field. If you enter more than one address for a client and you want to display an address other than the primary address in this field, use the Address Description field to select a different address description. When you select a different address description, the address associated with that description displays in this field.

Contacts Grid

Use the Contacts grid to associate contacts with opportunities. You associate a contact record with an opportunity record when you add it to the Contacts grid. Both records reflect the association.

If you enter a contact name in the Primary Contact field on the General tab, the contact's name and information display in the Contacts grid. A contact record must exist in your database before you can associate it with an opportunity record. However, you can create a new contact record on the General tab. Ajera CRM inserts the contact name in that field and inserts the contact name and related contact information on the Contacts grid.

The fields on the grid display information from the current contact record in the Contact Info Center.

Field	Description
Contacts Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a contact to the Contacts grid.
Remove	Click this option to remove a contact from the Contacts grid.
Name	This field displays the contact's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Client/Vendor	If the contact is a client or vendor, this field displays the associated name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Click in this field and use the drop-down list to select the contact's role on this opportunity. You define contact role options in Code Table Configuration.
Role Description	Use this field to enter additional information about the contact's role on this opportunity. Click Edit to use the Text Editor to enter information.
Title	This field displays the contact's title.
Phone	This field displays the contact's phone number.
Address	This field displays the contact's street address.
City	This field displays the contact's city address.
State/Province	This field displays the contact's state or province.
Zip/Postcode	This field displays the contact's ZIP or postal code.