User Options Overview

You can establish settings in User Options that apply only to you, such as your startup settings or printer preferences.

In User Options you can do the following:

  • Set startup and viewing options.
  • Change your Ajera CRM and Customer Care passwords.
  • Set lookup, search, and retrieval options.
  • Enable and disable activity reminders.
  • Set reporting and printer preferences.

Display Settings

You can modify the Ajera CRM user interface according to your preferences. You can customize the display of forms, menus, grids, and navigation. When you modify and save preferences in Display Settings, Ajera CRM stores these settings in your Windows user profile. These settings are specific to you and are loaded when you log in.  

Related topics:

  • Display Settings That Cannot Be Modified
    In general, you can modify the appearance of the Ajera CRM user interface according to your preferences. However, there are several areas in Ajera CRM where the Display Settings feature does not apply.
  • Procedures
    Set user options for things like your password, colors used on screens, and more.
  • Screens
    In addition to the User Options dialog box, you use other dialog boxes to set things like display settings, color and hue, and Kona-related settings.
Parent Topic: Welcome to the Deltek Ajera CRM Help System