Getting Started

Understanding the functionality and logic in Ajera CRM will help you get started with performing the tasks that you need to complete.

You will learn about the Ajera CRM applications, how to navigate through Ajera CRM, and how to use system-wide features. You will learn how to modify the interface to suit your needs and how to use records and reports.

As you read the help, keep in mind that your firm may customize aspects of the user interface. For example, the term "lead" is used in Ajera CRM to represent prospect contacts or unqualified contacts that may lead to future business. Your firm may use a different term to describe these people and companies.

Related topics:

  • Main Areas of Ajera CRM
    Get acquainted with the different areas of Ajera CRM.
  • Starting Ajera CRM and Logging In
    When you start Ajera CRM and log in, you select the database in which you want to work.
  • Dashboard
    The Dashboard is your portal into Ajera CRM. Dashboard functionality allows you to combine information from different areas and display it all on a single Web page.
  • Navigation
    When you are new to Ajera CRM, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.
  • Deltek Announcements Pane
    The Deltek Announcements pane appears below the Navigation menu on the main Ajera CRM screen.
  • System-wide Features
    Certain navigation, data entry, and searching features are used consistently throughout Ajera CRM so that you can move seamlessly from one area of Ajera CRM to another.
  • Working with Grids
    A grid is a table, with columns and rows, where you enter, change, and view data for a record or transaction. Grids display on the tabs of many forms and on some dialog boxes.
  • Searching for Records
    To locate records in the Ajera CRM database, use Lookups, the Info Center Search, or Quick Find.
  • Configuration
    You can modify many parts of Ajera CRM to suit your firm's particular needs. This process is called Configuration.
  • Reports
    Ajera CRM offers a wide range of reports. The reports come with a set of default formatting options, which you can keep or modify.
  • Work Breakdown Structure
    A work breakdown structure (WBS) divides each of your projects into distinct, manageable work elements in a way that balances management needs with the need to collect an appropriate and effective level of project data.
Parent Topic: Welcome to the Deltek Ajera CRM Help System