Vendor Info Center Form

Use the Vendor Info Center tabs to enter and review information about your vendors. You can also link related files and other Info Center records to your vendor records.

Related topics:

  • Display the Vendor Info Center Form
    You display the Vendor Info Center form from the Info Center menu.
  • Toolbar of Vendor Info Center
    Use the toolbar options to work with vendor records.
  • General Tab of Vendor Info Center
    Use the General tab to enter, edit, or review information about the vendor, such as the name, address, status, phone numbers, and fax numbers.
  • Contacts Tab of Vendor Info Center
    Use the Contacts tab to associate contact records with a vendor record. You associate a contact record with a vendor record when you add it to the Contacts grid. Both records reflect the association.
  • Opportunities Tab of Vendor Info Center
    Use the Opportunities tab to associate one or more opportunities with a vendor. You associate an opportunity record with a vendor record when you add it to the Opportunities grid. Both records reflect the association.
  • Projects Tab of Vendor Info Center
    Use the Projects tab to associate one or more projects with a vendor. You associate a project record with a vendor record when you add it to the Projects grid. Both records reflect the association.
  • Activities Tab of <msgph varref="V-GW_Vendor_UC">Vendor</msgph> Info Center
    Use the Activities tab to schedule activities directly from individual vendor records.
  • Links Tab of Vendor Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to a vendor record. When you add a file link to the Links grid, Ajera CRM creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Additional Info Tab of Vendor Info Center
    Use the Additional Info tab to enter additional information about the vendor.
  • Attachments Tab of Vendor Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your vendors. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens