Certain options are always available in the toolbar at the top of the screen wherever you are in
Ajera CRM.
| Field | Description |
|---|
| Hide/Show Navigation
|
Toggle between these buttons to hide and display the Navigation menu.
|
| Back Arrow
|
Click this button to return to the application you were previously working on.
|
| Forward Arrow
|
Click this button to return to the application you were working on before you used the Back Arrow.
|
| Dashboard
|
Click this button to open the Dashboard application.
|
| Kona
|
Click this button to launch Kona.
If your firm's Kona Business token is entered in
Kona Account Key on the General System Settings form, and if you log on to Kona on the Misc tab of the User Options dialog box, you are automatically logged on when Kona displays. If your firm's Kona Business token is not entered in
Kona Account Key, or if you have not logged on to Kona on the User Options dialog box, you must log on to Kona yourself after it displays.
If you use Microsoft® Internet Explorer® 8, Kona displays in a separate browser window. If you use Internet Explorer 9 or later, it displays within
Ajera CRM.
If the toolbar does not contain a
 Kona option, your system administrator has disabled the option in the web.config file.
|
| Search
|
Click this button to open the Info Center Search, where you can choose an Info Center and search in it for a particular record.
|
| Options
|
Click this button to access the User Options dialog box, where you can choose your individual preferences for how
Ajera CRM looks and behaves.
|
| Help
|
Click
to open the help system.
|
| Log Off
|
Click this button to log out of
Ajera CRM and return to the log in dialog box. From there you can log on again, perhaps using a different database, or exit
Ajera CRM.
|
