Use the General tab of User Options to change your password, set your default country, and establish other settings that are specific to you.
Contents
| Field | Description |
|---|
| Default Country
|
The
Default Country is the country that
Ajera CRM uses when you create new Info Center records. The drop-down list for this field includes all countries that are set up in the Country Code Table. When you log in, this field defaults to the
Country that is selected on the Users form in Security Configuration. You can change the
Default Country at any time.
After you log out and back in,Ajera CRM applies the updated country to all new records and updates the
Country field on the Users form in Security Configuration. After you select a default country,Ajera CRM filters all States/Provinces drop-down lists based on your entry in this field.
|
| Automatically hide Navigation menu
|
Select this option if you want
Ajera CRM to hide the Navigation menu after you select a menu item.
|
| Find words that sound the same when performing searches
|
Select this option if you want
Ajera CRM to include words that sound alike in its results when performing searches. For example, if you select this option and search for John Smythe,
Ajera CRM can find John Smith. Otherwise,
Ajera CRM only includes exact matches.
|
| Use flat dashboard styling
|
Select this option to change the Dashboard format to a flat style, which includes a different style of graphics and color selections for the header bar. You must log out of
Ajera CRM and then log back in for your changes to take effect.
|
| Allow field selection for Info Center dashparts
|
Select this option so that the
Select Fields option is available for Info Center dashparts. When this option is cleared, the
Select Fields option will not be available for Info Center dashparts.
When this option is selected, displaying a Dashboard that contains Info Center System dashparts will take time to load. A longer loading time may be experienced for a Dashboard with many Info Center System dashparts. Clearing this option can improve the load time of the Dashboard.
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| Automatically retrieve records when opening lookups
|
Select this option if you want
Ajera CRM to search automatically for all records when lookups are opened. If a lookup limit rule is in place,
Ajera CRM applies the limit when the search takes place. You set lookup limit rules on the Lookup tab in
. This option is available only if the
Allow users to automatically retrieve records in lookups option is selected on the same tab.
|
| Automatically retrieve your record in Employee Info Center/Employee Review
|
Select this option if you want your employee record to be loaded automatically when you go to the Employee Info Center or to Employee Review. This option is related to the feature that allows employees to update their own employee record and to view details associated with their payroll payments.
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| Display Settings
|
Click this button to display the Display Settings dialog box, on which you can change the appearance of the
Ajera CRM interface.
|
| Change Password
|
Click this button to display the Change Password dialog box. Enter your old password, enter your new password, confirm your new password, and then click
OK.
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