System-wide Icons

Use standard icons in Ajera CRM for common tasks such as searching for records or selecting dates.

Icon	Description
Drop-down List	Drop-down lists are available for fields that contain a Drop-down Arrow beside the field. Click to display the drop-down list, which offers valid option settings for completing a data entry field.
Search	The Search icon indicates that you have access to a lookup dialog box for the field. A lookup makes it possible for you to search for opportunities, employees, clients, and so on, based on criteria that you enter. Click to open the lookup.
Calendar	The Calendar icon displays in fields that require you to enter a date. Click to display a graphical calendar that you can use to select the date.
Add-on-the-Fly	The Add-on-the-Fly icon displays in certain relational entry fields in the Info Center. Click to open a blank Info Center record and create a new record while you keep the original record open. The new record is added to your database and to the relational entry field in the original record.
Ellipsis	The Ellipsis icon indicates that additional data is available for the data entry field. Click to view or enter the additional data.
Notes	Click to open the Text Editor. The Text Editor makes it easy to enter large amounts of text in a Notes, Memo, or Comments field. You can also use the Text Editor to add formatting to the text.
Phone Format	The Phone Format icon displays in fields that require you to enter a phone number. Click to open the Phone Format dialog box and set the appropriate phone number format for your country.