Procedures

Related Topics:

• Select a Contact 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 Contact Record
  Use the Contact Info Center to create new contact records. Each contact record must have a unique identifier.
• Create a New Opportunity Record on the Opportunities Tab
  When you create a client record or contact record, you may become aware that you need to specify an opportunity that does not yet exist in your database. If this happens, you can create a new opportunity record via the Opportunities tab.
• Copy a Contact Record
  You can copy and modify an existing contact record to create a new record.
• Modify a Contact 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.
• Associate a File Link with a Contact Record
  You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
• Attach a Document to a Contact Record
  You can upload a new document and attach it to an info center record if your system administrator has specified the appropriate settings and the file type is an approved file type.
• Delete a Contact Record
  
• Managing Contact Associations
  If one of your contacts has a relationship with another contact, you can associate their records and describe their relationship in the Contact Info Center.