General Configuration Overview

Use General Configuration to establish Ajera CRM settings for all users.You establish both system settings and company settings in General Configuration.

You can restrict access to configuration options through Security settings.

Related topics:

  • General System Settings Overview
    Use General System Settings to define overall features of your Ajera CRM implementation, such as email preferences, automatic numbering, and audit trail reporting.
  • General Company Settings Overview
    Use General Company settings to enter your company's name and address and other general information, such as a default phone format.
  • User-Defined Components Overview
    The User-Defined Components feature enables you to customize existing tabs, fields, and grids in some applications to suit your company's needs. You can also create new Info Centers and define specific properties, fields, grids, labels, and help URLs for those Info Centers.
  • Lookup and Report Labels Overview
    Use the Lookup and Report Labels feature to create custom labels for lookups and reporting.
  • Calculated Fields Overview
    You can create or modify calculated fields for use on reports.
  • Custom Report Options Overview
    Reporting options determine which information is displayed in the current report, how the data is formatted, and the sequence in which the data displays. You select options for each standard report on the Options dialog box in the Reporting application. Each report has options specific to that report, which are described in the Reporting section of the help
  • Code Tables Setup Overview
    You use Code Tables to populate drop-down lists with standard values for certain Info Center fields. These lists of values save time during routine data entry and enforce uniformity in data fields. You can add new, edit, and delete entries at any time. You can add an unlimited number of entries to any code table.
  • Project Templates Setup Overview
    Use project templates to create new projects with pre-defined work breakdown structure (WBS) and field values.
  • Project Defaults Overview
    The Project Defaults feature lets you create default values that automatically display in fields when you create a new project. These default values make it easier to create projects with values that you use on a regular basis. You can override project defaults at any time.
  • Opportunity Settings Overview
    Use Opportunity Settings to establish the guidelines for features in the Opportunity Info Center, such as Service Estimates, Fee Estimates, Estimated Revenue, Allocation Templates, and the optional Business Value Selling (BVS) Sales Process.
  • Fee Estimate Groups Overview
    Fee estimate groups represent the disciplines that are available for use when creating a fee estimate.
  • Fee Estimate Service Profiles Overview
    Use service profiles to configure parameters that can be used when you build a fee estimate for an opportunity or project.
  • Merge Templates Overview
    Use Merge Templates Configuration to add merge templates to Ajera CRM.
  • Holiday Calendar Setup Overview
    You specify your company's non-working days and holidays for the current and future years in Configuration.
  • Currency Configuration Overview
    Use Currency Configuration to maintain data for the currency or currencies that your company uses, including code, description, symbol, and units.
  • Alerts Configuration Overview
    You use Ajera CRM alerts to move information along. For example, a sales team can use alerts to track the progress of a potential client, to note when it is time to add new contacts or schedule a calendar date to place a follow-up telephone call.
  • Client Hierarchy Overview
    Use the Client Hierarchy feature to create a hierarchy of records in the Client Info Center, to display parent and subsidiary relationships between multiple clients. If you have large firms or agencies as clients, you can obtain and view project and opportunity data at a corporate-wide level for all records in the hierarchy.
Parent Topic: Configuration Overview